Initial Configuration
Getting started with your initial configuration to get you started
7 articles
- TagsCategorize and sort your data using tags.
- Filter by tagDrill down into your data using the tag clouds found throughout the system.
- File AttachmentsUpload key files directly to your system for easy reference.
- 🎞️ Favorites“Heart” or favorite your most used items in your Current RMS system to access them quickly.
- Find things across your system using Global SearchSearch contacts, organizations, venues, products, opportunities, projects, invoices, purchase orders, and more from one central screen.
- Set up a single state tax
- Configure taxation using tax classes, rates, and rulesSet up taxes for your state or region.