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…

RealtimeCRM enables you to link records to Projects or Opportunities, in this help article however we are going to remove a related Contact record from a Project record. The procedure for removing a relationship between records is the same as…

One of the ways that RealtimeCRM is so much better than a spreadsheet 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 add…