You can change the currency as per your organisation’s needs. Please note though that only user(s) with Administrator privilege can follow the steps below to change the currency settings: Click on your Username in the top right corner Select ‘Settings’…
If you are unable to see a Contact or Company record in the Map view you will need to update their address in their record. By updating the address in the record RealtimeCRM will try to find it again on…
RealtimeCRM allows you to duplicate an Opportunity and assign it to the same or a different Company. Simply use the Duplicate Opportunity button on an Opportunity to save you from having to retype all the information. Duplicating an Opportunity Click on the…
When you export data from RealtimeCRM you get a column for each field, including any custom fields that you create. However, you may notice that the field that is used for Tags contains all tags separated by commas; there is…
RealtimeCRM includes instant messaging with Team Chat enabling you to quickly communicate with members of your team. Simply click the ‘Team Chat’ button on the top bar and then select the person you wish to speak with. If they have…
Labels are a really useful tool for organising your Custom Fields. They don’t actually store any information but they allow you to hide your Custom Fields under them until you need them leading to a less cluttered record. For example…
In order to mark a Task as complete simply click symbol next to the Task. If you accidentally marked it as complete, then to undo this you need to mark the Task as incomplete. You can do this by a number…
One of the ways that RealtimeCRM is so much better than a spreadsheet 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 add…
What are Custom Fields? Custom Fields are an easy way of storing additional information within RealtimeCRM. They allow you to customise your CRM system to best meet your needs by allowing you to store additional details at no extra cost.…
Invoices from RealtimeCRM will be received by email, at the email address set by the Admin User when providing billing information. You can update who receives this email by the following steps: Click on your Username on the top right…