The basics | Current RMS Guides

The basics

Dashboard, attachments, and other common things you’ll find throughout Current RMS

12 articles in this collection
Written by Michael McGovern

Stay informed

🎞️ Dashboard

All of your important business information on the first page you see when you sign in to Current RMS.

Written by Michael McGovern
Updated over a week ago

Daily summary email

Get ahead on your day by turning on the daily summary email.

Written by Michael McGovern
Updated over a week ago

Categorize and sort

🎞️ Favorites

“Heart” or favorite your most used items in your Current RMS system to access them quickly.

Written by Michael McGovern
Updated over a week ago

Tags

Categorize and sort your data using tags.

Written by Michael McGovern
Updated over a week ago

Filter by tag

Drill down into your data using the tag clouds found throughout Current RMS.

Written by Michael McGovern
Updated over a week ago

🎞️ Custom views

See and sort the data in your Current RMS system by using custom views.

Written by Michael McGovern
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 Michael McGovern
Updated over a week ago

Common elements

Attachments

Upload key files directly to your Current RMS system for easy reference.

Written by Michael McGovern
Updated over a week ago

Summary bar

A quick overview of key sections on a page.

Written by Michael McGovern
Updated over a week ago

Participants

Add participants to a variety of screens to specify who’s involved or associated with something.

Written by Michael McGovern
Updated over a week ago

Clone

Duplicate opportunities, products, and activities with a quick click.

Written by Michael McGovern
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 Michael McGovern
Updated over a week ago