How to send MyFlooringLink via Email from RFMS Order Entry

When generating a MyFlooringLink through RFMS Order Entry, there are now multiple options when choosing how to send the link to your customer.

The options are:

1. Email - Browser
2. Email - Client App
3. Copy link to clipboard

#1: If you choose the Email - Browser option, you will be presented with a short form with the following fields:

• From: This allows you to designate which email address your recipient will see when receiving the email and will be used if your recipient replies to the email directly. It will default to the email for the salesperson on the order. 
• To: This allows you to designate which email address the email will be sent to. It will default to the email address on the customer record. 
• CC: This allows you to add CC email addresses that will be cc'ed on the email request
• Subject: This will allow you designate the subject line of the email 
• Body: This will be the body of the email sent. It will be prepopulated with a copy of the link created in the previous section. 
• 

#2: If you choose the Email - Client option, the default email application on the computer will be launched to send the email. Whichever email you have logged in on that email application will be used to send the email. 

#3: If you choose the Copy link to Clipboard option, the generated MyFlooringLink created in the previous screen will be copied to the clipboard. 

Creating a MyFlooringLink for multiple invoices

As RFMS Core Version 24.0 the Batch Invoice Screen can be used to create a MyFlooringLink for multiple invoices.  Tag the invoices from the same customer click the  MyFlooringLink button. 

A link will be created that can be used to pay all the invoices.