How Does Form2CRM Work? - Aargh Software for Property Managers

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How Does Form2CRM Work?

Resident Responder

3

Getting Started with Resident Responder
Resident Responder Videos
Train Agent Ashley with Email Learning, Prompts, and Policies

Email2CRM User Guide

14

Option Settings for Email2CRM
Your day revolves around your email inbox
Create your 1st service ticket from an email
What are Email Address Queues?
What are Subject Line [ ] Shortcodes?
Create a Service Ticket from an Email: Step-by-Step
Attach a History/Note to a Tenant
Attach a History/Note to an Owner, Unit and Property
Create a Service Ticket AND a History/Note at the same time
Create a task assigned to you
Sample Cheat Sheet with Email Address and Shortcodes
Use [ServiceTicket#] to Add a History/Note to an Existing Service Ticket
Use [RentManagerUserID] to Dispatch a Service Ticket to other Rent Manager Users from your Email
AutoAdmin Feature

Form2CRM User Guide

9

The Power Of Online Forms To Streamline Resident Service
Integrate Your Form With Rent Manager
How Does Form2CRM Work?
Let Aargh Do Your First Form
Sample HTML Form with Form2CRM Rent Manager Integration
Using Unique ID Names for Form Fields
Unique Field Name Modifiers
Table of Unique Field Names
Pre-Populate Online Form Drop Down lists with Rent Manager Data

Notify!!! User Guide

3

Notify!!! is like having a communication assistant
Installing Notify!!! as a Rent Manager Webhook
Customize Your Notify Email Templates

CSV2EFT User Guide

3

Convert CSV Files to EFT CPA-005 Format Files
Setup Guide
How To Use CSV2EFT

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Form2CRM User Guide
How Does Form2CRM Work?

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