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3/25/2021
New Toll-Free Number for Red Rhino: (888) 492-5565
Our toll-free number has changed! The new number is: (888) 492-5565
12/28/2020
Minority Business Entity (MBE)
If your organization is an MBE, you may now (optionally) attach a qualifying
statement to Proposals/RCOs. This statement will appear on the printed
document between the address header and the document body.
To compose
a statement that will be inserted on all future Proposals/RCOs:
1.
From the Red Rhino Home page open the 'Company Administration' panel.
2. Click 'Proposal Setup' to open the 'Proposal Statements' page.
3.
Click the 'Edit' button to switch the page to the mode.
4. Add your
'Minority' statement.
5. Click 'Save' to save your changes. The
statement will be inserted on all future Proposals/RCOs.
You may
also customize the statement for an individual document by selecting 'Edit-
>Edit Statement' from the Proposal or RCO. From here you may modify the
automatically inserted statement, delete the statement or compose a new
statement.
To stop automatically inserting statements, follow the
steps above and at step 4 simply delete the current statement.
12/20/2020
Automatically add Inclusions/Exclusions/Qualifications to Proposal/RCOs
When setting up your default Inclusions/Exclusions/Qualifications you may now specify any items that you want to be automatically added to all new proposals.
1. Goto: Home->Company Administration->Estimate/Proposal Setup
2. Select either Inclusions/Exclusions or Qualifications to list the default items. The displayed list now includes an "Auto Insert' checkbox column.
3. Simply 'Select' those items that you want to be automatically inserted into new proposals
4. Click the 'Save Auto Insert' button.
12/20/2020
Automatically insert Inclusions/Exclusions/Qualifications to Proposals/RCOs
When setting up your default Inclusions/Exclusions/Qualifications you may
now specify any items that you want to be automatically added to all new
proposals.
1. Goto: Home->Company Administration->Estimate/Proposal
Setup
2. Select either Inclusions/Exclusions or Qualifications to list
the default items. The displayed list now includes an "Auto Insert' checkbox
column.
3. Simply 'Select' those items that you want to be
automatically inserted into new proposals
4. Click the 'Save Auto
Insert' button.
9/27/2020
New PlanSwift Connector Download
If you are a PlanSwift user, you will need to download a new version of the Red Rhino connector from the Red Rhino home page.
The download link is in the "User Guides" section (on the right-hand side of the page), in the "PlanSwift" box - click the "Download RR Connector v2.0" link.
When downloading or installing, you may receive warnings from Windows or your browser that the download is potentially unsafe; we are working to get those messages removed. In the meantime, know that it's okay to click through the messages for this particular file.
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