Account settings
The Accounts Settings within RealtimeCRM offer a lot of control, and there are a few features you may have missed. In this help article, we aim to show you a few of the things you can do when it comes…
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…
Giving feedback to the RealtimeCRM team
From the beginning, our ethos has been to listen to our customers and evolve with them. After all, it is our customers who inform the development of RealtimeCRM. So we are always eager to hear from you, whether it be…
Adding or removing Users
If you’ve started using RealtimeCRM and you want to get your coworkers onto your company RealtimeCRM account you can do that by inviting them. By adding your colleagues to RealtimeCRM they can record their interactions with customers, create their own…
Working with Documents in RealtimeCRM?
RealtimeCRM allows you to attach documents to a variety of records including Companies, Contacts, Projects and Tasks. You can take documents from any cloud-based platform, such as Google Drive, Dropbox, Box, OneDrive or any URL. Think of this tool as…
Exporting data
When we created RealtimeCRM one of the core principles that guided us was allowing Users to remain in control of their data at all times with the ability to take their data with them at any time, there is no…
I’m unable login – Token has expired
Token has expired When you first sign up to RealtimeCRM we will email you a link to sign into the app itself and set your password. But this link will only work for a certain time limit, once that time…