You’ve had the ability to download the information in your records into your own custom made templates for a long time in RealtimeCRM but we’ve decided to make it better. RealtimeCRM now allows you to also upload and save templates…
The Projects Pipeline is designed to make it easy for you to see how far Projects have progressed towards completion, at a glance. You can see which Projects are nearing a close and which may need some effort to get…
About Filtering At the top of any list of records – whether Company, Contact or Opportunity records – you will see an Add filter tool. This is a powerful feature in RealtimeCRM and allows you to quickly reduce the list that you…
If you’ve decided RealtimeCRM is not for you, then you’ll want to backup your data before you delete your account. If there’s anything we can do to help or change your mind then please contact us at [email protected] before proceeding. What happens…
Enter that data you need quicker than ever with these handy keyboard shortcuts. Ctrl+alt+c Creates a new Company Ctrl+alt+x Creates a new Contact Ctrl+alt+j Creates a new Project Ctrl+alt+r Creates a new Product Ctrl+alt+o Creates a new Opportunity Ctrl+alt+w close any open dialogue box or data…
When grouping records, you can use Tags. These are labels which you can create and add to various types of records. You can then filter to see all records with the same tag. You can create as many tags as you want, giving…