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Summary bar

A quick overview of key sections on a page.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

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

  • Activities

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.

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