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The basics
The basics
Dashboard, attachments, and other common things you’ll find throughout Current RMS
13 articles in this collection
Written by
Matthew James Finkel
Stay informed
🎞️ Dashboard
All of your important business information on the first page you see when you sign in to Current RMS.
Written by
Matthew James Finkel
Updated over a week ago
Daily summary email
Get ahead on your day by turning on the daily summary email.
Written by
Matthew James Finkel
Updated over a week ago
Categorize and sort
Find things across your system using Global Search
Search contacts, organizations, venues, products, opportunities, projects, invoices, purchase orders, and more from one central screen.
Written by
Matthew James Finkel
Updated over a week ago
🎞️ Favorites
“Heart” or favorite your most used items in your Current RMS system to access them quickly.
Written by
Matthew James Finkel
Updated over a week ago
Tags
Categorize and sort your data using tags.
Written by
Matthew James Finkel
Updated over a week ago
Filter by tag
Drill down into your data using the tag clouds found throughout Current RMS.
Written by
Matthew James Finkel
Updated over a week ago
🎞️ Custom views
See and sort the data in your Current RMS system by using custom views.
Written by
Matthew James Finkel
Updated over a week ago
Reports
Use Reports to see information about your assets, customers, and revenue for the lifetime of your system.
Written by
Matthew James Finkel
Updated over a week ago
Common elements
Attachments
Upload key files directly to your Current RMS system for easy reference.
Written by
Matthew James Finkel
Updated over a week ago
Summary bar
A quick overview of key sections on a page.
Written by
Matthew James Finkel
Updated over a week ago
Participants
Add participants to a variety of screens to specify who’s involved or associated with something.
Written by
Matthew James Finkel
Updated over a week ago
Clone
Duplicate opportunities, products, and activities with a quick click.
Written by
Matthew James Finkel
Updated over a week ago
Recalculate
Made changes to your products, services, or taxes? Use recalculate to force a recalculation on an opportunity or invoice.
Written by
Matthew James Finkel
Updated over a week ago