RMS - On Board

Joining the RMS Team

The Transition Process...Last Updated: March 27, 2017

The Transition Process

If you are migrating from the old Rolodex system or a spreadsheet based system, we suggest printing all of the records out of the system and then inputting the data one letter at a time. This will help you clean the database, remove old dormant customers and ensure that data is entered in the correct format and fields in the RMS.
Once your data is entered into the RMS

you can begin to enjoy all the chain wide benefits of the portal.