Getting Started
Setup is quick and easy. We're here to help every step of the way!
23 articles
The Platform is unavailable in these countriesThis article provides a list of all countries where the system is currently inaccessible.
Summary barA quick overview of key sections on a page.
🎞️ Custom viewsSee and sort the data in your Current RMS system by using custom views.
ParticipantsAdd participants to a variety of screens to specify who’s involved or associated with something.
Limitations on Trial AccountsThis article lists all features and functionalities that cannot be used with a trial account.
Sign in to OnRent Events using Google or Microsoft (SSO)For convenience and additional security, use Single Sign On (SSO) to sign in to your system using your Google or Microsoft accounts.
Setting Up Two-Factor Authentication (2FA)This is a guide about setting up Two-Factor Authentication (2FA)
Can I use it outside the office?This can be used on any device with a compatible browser and internet connection.
Change your billing detailsAdd or update your card, switch plan, and get copies of previous invoices from Billing Information
Cleanse your dataCleanse your data regularly to make sure that you get the most out of your data.
Erase some or all of your dataWant a fresh start? Use Erase Data in System Setup to delete some or all of the records in your system.
Deactivate or delete a user accountIf you no longer need a user account, deactivate or delete it to stop people logging in with it and reduce your plan cost.
Reset your PasswordHow to reset your password to get back into CurrentRMS
Recovery EmailsRecovering your account quickly if you lose access
Important Notice -
Mandatory Two-factor Authentication
Troubleshooting 2FACommon errors with 2FA and how to fix them
Resetting the Two-Factor Authentication (2FA)This is a guide about generating a new QR code to relink your 2FA if you ever need to.
How can I reactivate my account and retrieve my data?
Initial Configuration
Getting started with your initial configuration to get you started
TagsCategorize and sort your data using tags.
Filter by tagDrill down into your data using the tag clouds found throughout Current RMS.
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.