Editing User Permissions as an Administrator

Only Administrators have the ability to change User Permissions. This enables you to restrict access to certain sections of RealtimeCRM as well as certain actions such as the ability to import and export data. You can even disable a User account.…

Importing Data

In order to be able to import data ensure that you have permission to do so. To see how to modify User Permissions in RealtimeCRM see the following article. The import feature is located under the ‘Import Data’ heading in Settings.…

Related Records

What separates a simple spreadsheet from RealtimeCRM is the ability to account for and highlight relationships between records. A database should not simply be a store of data but provide context and therefore utility through how data is related. To…

Integrating Xero With RealtimeCRM

RealtimeCRM now offers integration with Xero accounting software enabling you to transition seamlessly between the two. You can now see exactly what you owe a client or what a client owes you, letting you keep track of all your financial…

Enabling browser Pop-ups

Enabling browser pop-ups Pop-up windows are usually an unwanted nuisance that we want to avoid. However, some web applications including RealtimeCRM use pop-ups from time to time in order to complete various functions. In this article, we will be showing…