Current RMS

What is People & Organizations?

An organization is someone you bill; a contact is a business contact.

What’s the difference between a contact, organization, and a venue?

Choose what information you see in People & Organizations.

Filter the information in People & Organizations

Matthew James Finkel

A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.

People & Organizations

Start creating organizations to store contact details and starting adding opportunities and invoices with them.

Create an organization

Link organizations in Current to Xero, QBO or Sage contacts in order to post invoices for that customer.

Link an organization to a Xero, QuickBooks Online or Sage customer

Keep your People & Organizations tidy by merging duplicate organizations.

Merge duplicate organizations

Organizations

Start creating contacts to store information about your business contacts and make people bookable resources.

Create a contact

Tell the system which services your contacts, users, or venues are available for to make them bookable for those services on opportunities.

Make a contact, user, or venue a bookable resource

Subscribe to service bookings or activities in your own calendar.

Get an iCal feed for activities or service bookings

Show who works at an organization or venue or who you deal with there by linking contacts.

Link a contact to an organization or venue

Contacts

Build a database of venues that you deliver to frequently to save time when putting together opportunities.

Create a venue

Venues

See colleague contact information as well as any activity in Current RMS by checking out their user account page.

View a user account to see actions throughout the system

Users

Use electronic business cards to make it quicker to share contact details.

Download or upload an address card (vCard)

Easily send your contacts, organizations, and venues to lists in MailChimp

🎞️ Export your People & Organizations to MailChimp

Get contacts, organization, and venue data out of Current for import into another solution.

Export your People & Organizations to CSV spreadsheet

Document the lawful basis for processing personal data on your customers, vendors, staff, or contacts for GDPR compliance.

Legal basis for processing People & Organizations

Other tasks

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Track the progress of all tickets related to your company.

Tickets portal.

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