RMEX Release Montana Documentation Software Version V-Montana 1.0 Introduction RMEx Montana is the first version of the product named after a US State. It is also likely the most integration-intensive version of the software yet. As an early adopter, you are seeing the first draft of our documentation. This document will change significantly in the coming days, so please be alert to updates! David Lahr December 18, 2023 Welcome to Montana Contents 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.................................................................................. 3 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 ......................................................................................................... 4 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................................................................................................................................... 5 Getting Started.......................................................................................................................................... 6 Settings.................................................................................................................................................. 6 Revised – December 20th, 2023 RMEx Release Montana Copyright 2024 – Quantrax Corporation Page 2 of 24 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.............................................................................................................................. 15 Requesting the Credit Report ................................................................................................................. 16 Receiving and Reviewing the Report ...................................................................................................... 16 RMEx Email Robotic Process Automation................................................................................................... 19 Email Response Bot................................................................................................................................. 19 Product Onboarding................................................................................................................................ 19 Email Inbox Behavior .................................................................................................................................. 21 Bounced Emails........................................................................................................................................... 21 Solution................................................................................................................................................... 22 How to Configure.................................................................................................................................... 22 Extended Notes Plus................................................................................................................................... 2