People & Organizations

A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.

16 articles in this collection
Written by Leigh Widdowson, Michael McGovern, Matthew James Finkel and 2 others

What is People & Organizations?

A CRM designed for rental businesses.

Written by Matthew James Finkel
Updated over a week ago

What’s the difference between a contact, organization, and a venue?

An organization is someone you bill; a contact is a business contact.

Written by Michael McGovern
Updated over a week ago

Filter the information in People & Organizations

Choose what information you see in People & Organizations.

Written by Matthew James Finkel
Updated over a week ago

Organizations

Create an organization

Start creating organizations to store contact details and starting adding opportunities and invoices with them.

Written by Leigh Widdowson
Updated over a week ago

Link an organization to a Xero contact or QuickBooks Online customer

Link organizations in Current to Xero or QBO contacts in order to post invoices for that customer.

Written by Matthew James Finkel
Updated over a week ago

Contacts

Create a contact

Start creating contacts to store information about your business contacts and make people bookable resources.

Written by Matthew James Finkel
Updated over a week ago

Make a contact, user, or venue a bookable resource

Tell the system which services your contacts, users, or venues are available for to make them bookable for those services on opportunities.

Written by Peter Miller
Updated over a week ago

Get an iCal feed for activities or service bookings

Subscribe to service bookings or activities in your own calendar.

Written by Leigh Widdowson
Updated over a week ago

Link a contact to an organization or venue

Show who works at an organization or venue or who you deal with there by linking contacts.

Written by Leigh Widdowson
Updated over a week ago

Venues

Create a venue

Build a database of venues that you deliver to frequently to save time when putting together opportunities.

Written by Michael McGovern
Updated over a week ago

Users

View a user account to see actions throughout the system

See colleague contact information as well as any activity in Current RMS by checking out their user account page.

Written by Matthew James Finkel
Updated over a week ago

Other tasks

Download or upload an address card (vCard)

Use electronic business cards to make it quicker to share contact details.

Written by Matthew James Finkel
Updated over a week ago

🎞️ Export your People & Organizations to MailChimp

Easily send your contacts, organizations, and venues to lists in MailChimp

Written by Catrin Wright
Updated over a week ago

Export your People & Organizations to CSV spreadsheet

Get contacts, organization, and venue data out of Current for import into another solution.

Written by Matthew James Finkel
Updated over a week ago

Add tax number, payment terms, customer type, or other custom fields

Use custom fields in Current RMS to add any other fields you need on an organization or contact page.

Written by Michael McGovern
Updated over a week ago

Legal basis for processing People & Organizations

Document the lawful basis for processing personal data on your customers, vendors, staff, or contacts for GDPR compliance.

Written by Michael McGovern
Updated over a week ago