The summary bar gives you an at-a-glance overview of a page in your Current RMS system. You’ll see it under the title.
The summary bar appears on a variety of screens in Current RMS:
- Organizations, contacts, and venues
- Opportunities and projects
- Invoices & credits
- Products, services, vehicles, and quarantines
Each tile in the summary bar provides a count of key information on the page you’re looking at. Click on a tile to jump to the relevant section.