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…
Companies are the actual businesses you deal with it. They are not persons which refers to Contact records in RealtimeCRM. So, for example a Company record RealtimeCRM could have Contact records Walter Example and James Example associated with it. Adding…
Filtering your records with Tags allows you to quickly find records that are grouped together by a common attribute you have defined via tagging. In this example we will filter our list of Contact records by the tag ‘Marketing’. Once…
Tags allow you to group your records by a certain attribute that you define. For example if you met a series of Contacts at a networking event you can group them by the name of that networking event and therefore…
The RealtimeCRM Scheduler enables you and others on your team to book appointments and eliminate double bookings. Of course the Scheduler may be relevant to a certain subset of your team such as your Engineers booking appointments rather than your…
When you export data from RealtimeCRM you get a column for each field, including any custom fields that you create. However, you may notice that the field that is used for Tags contains all tags separated by commas; there is…