When grouping records, you can use Tags. These are labels which you can create and add to various types of records. You can then filter to see all records with the same tag. You can create as many tags as you want, giving…
RealtimeCRM enables you to record Activities and add Tags to all or a selection of your Contacts at once saving you from having to edit each Contact individually and thus saving you from data entry to focus on meeting your Customer’s…
We know how many valuable Contacts you meet through business, and you want to be able to keep track of them. That is why we have made sure adding Contacts into RealtimeCRM is as painless as possible. Adding a single…
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…
RealtimeCRM enables you to download Contact information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through creating a simple template letter that invites…
Using the Business Card Reader Note: If you’re logged into RealtimeCRM with your smartphone by clicking the Scan business card button it will take you straight to your phone’s camera where you can take a photo of the business card and it…
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…