Filter records by Custom Fields

You may already know that you can easily filter the records that you see listed in RealtimeCRM. While there are many attributes that covers, you will want to add your own custom fields and you may not be aware that you can filter by…

Customising your CRM

Although RealtimeCRM works well without any complex setup, there are ways to customise your experience to make things better. However, as your business grows you may want to make RealtimeCRM your own by adding custom features, integrations or other utilities.…