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…
We have now introduced the ability to choose if pick lists allow multiple selections and then assign them to a Custom Field. Whereas before you were only able to select one, now giving you the option to create fully customised…
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.…
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…
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.…
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.…