The ‘My Profile’ page in RealtimeCRM allows you to update your personal information including your name and email as well as re-ordering your list of Favourites and changing the default language of RealtimeCRM. To reach your My Profile page simply…
What are Favourites in RealtimeCRM For? The Favourites list proves very useful for storing your most used RealtimeCRM features and records in one place. It is designed to save you time and be accessible anywhere in RealtimeCRM. Why would I add…
There will hopefully come a time when you’re growing and expanding your business requiring you to add new staff to your organisation and to RealtimeCRM. We’ve made the process of adding a payment method if you haven’t added any additional…
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…
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…
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…
All of our RealtimeCRM Users have access to notifications. You’ll receive updates on changes or new features as well as opportunities to receive training on RealtimeCRM with us or other User-specific updates. Simply click on the bell symbol on the…
You can change your card details inside RealtimeCRM in a few easy steps. Please note though that you must be a system administrator in order to update your card information. Changing your card details Click on your Username in the…
If you are an Administrator you have the ability to disable other user accounts in RealtimeCRM. Disabling a User account does not delete the user account and its contents instead it locks the account so that it can no longer…
Sometimes people leave your organisation but that doesn’t mean you want to lose any of the historical notes and tasks they’ve made when getting work done for your customers. Obviously, you don’t want to keep paying for a user account…