Edit or delete Contact records
Edit a Contact Click on the Contacts panel in the left hand side bar Select the Contact you wish to edit from the list Now click the Edit button on the Contact box A dialog box will open allowing you to change…
Restore a Lost Opportunity
RealtimeCRM enables you to keep track of prospective sales via our Opportunities feature, sometimes of course Opportunities can be lost due to being out bid by another firm or the Client simply changed their mind. However to that end a…
Edit or delete Company records
Edit a Company Click the Companies panel on the left hand side bar Select the Company you wish to edit Click the Edit button on the ‘Company details’ box In the dialog box that opens up you can change the name, address…
Change your default email client
RealtimeCRM allows you to send emails to Contacts by clicking on their email address. But before you can utilise this feature it is useful to make sure that your system is using the correct Email client. There are two methods…
Creating a new Project Type
It is highly unlikely that all Projects will follow the same format for example you may have two different products you’re developing that require different stages on the road to delivery to your Customer or you may offer a service…
Updating records via the Import function
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 primary way to update records within RealtimeCRM is to use a…