Current RMS

Matthew James Finkel

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

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

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

Search contacts, organizations, venues, products, opportunities, projects, invoices, purchase orders, and more from one central screen.

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

Categorize and sort your data using tags.

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

Use Reports to see information about your assets, customers, and revenue for the lifetime of your system.

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

A quick overview of key sections on a page.

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

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

Made changes to your products, services, or taxes? Use recalculate to force a recalculation on an opportunity or invoice.

Find answers and get help from Intercom Support and Community Experts

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