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