RMEX Release Montana Documentation Software Version V-Montana 1.0 (12/20/23)

Introduction       1

NEW FEATURES 3

Restricting credit reporting in a specific state          3

Additional 5 recent accounts on Account Inquiry    3

2-way texting access        3

Password protection of CSV files for client reports 4

Company indicator on the account detail screen    4

Ability to search where letter codes are being used               4

Changes made to cell scrub option 1 and 2               4

“Move to details from links” addition for phone codes         4

Extended notes module (To be released in the next RMEx Version)  4

Viewing and posting another user’s payment batch              4

Pending Text Messages Breakdown            5

Communication Preferences         5

Restricting emails to work (business) email addresses          5

Applying a smart code when a client notates an account     5

About Text Messaging     6

Getting Started   6

Settings 6

Templates           7

Opt-in/out           7

Sending Messages            9

Texting Directly from the Account 9

Sending Messages in Bulk              9

Receiving Messages         11

Handling Unknown Numbers         12

Free Form Texting            13

Setting up Freeform Texting          13

User permissions              13

Using Freeform Texting   14

Real Time Credit Report  16

Requesting the Credit Report        16

Receiving and Reviewing the Report           16

RMEx Email Robotic Process Automation  18

Email Response Bot          18

Product Onboarding         18

Email Inbox Behavior       20

Bounced Emails  20

Business vs. Personal Emails          21

Solution 21

How to Configure             21

Extended Notes Plus        22