Set up your system

What’s in System Setup? Learn how to set up your Current RMS system to suit your business.

Michael McGovern avatar Joe Davenport avatar J
29 articles in this collection
Written by Michael McGovern, Joe Davenport, and Jonathan Smith
Your settings

Add, remove, or manage users

View all of your users, add new accounts, and manage all of them in System Setup > Users.
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Written by Michael McGovern
Updated over a week ago

Deactivate or delete a user account

If you no longer need a user account, deactivate or delete it to stop people logging in with it and reduce your plan cost.
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Written by Michael McGovern
Updated over a week ago

Restrict access to parts of the system using roles

Use System Setup > Roles & Role Membership to control which users can see, edit, create, and delete.
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Written by Michael McGovern
Updated over a week ago

Customize your dashboard tiles

Choose the tiles that appear on your Current RMS dashboard for each role.
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Written by Michael McGovern
Updated over a week ago

Store additional data by creating custom fields

Create your own text boxes, tick boxes, date pickers, and other fields on a variety of screens to store information for your business.
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Written by Michael McGovern
Updated over a week ago

Example custom fields

Looking for inspiration for your custom fields? Check out our list of common updates.
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Written by Michael McGovern
Updated over a week ago

Add list of values and manage existing list options

Current RMS comes with a variety of system lists you can edit, and you can add your own.
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Written by Michael McGovern
Updated over a week ago

Change a variety of company options in System Preferences

Adjust a variety of settings that impact the way your Current RMS system works.
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Written by Michael McGovern
Updated over a week ago
Static data

Restrict Inspections by User Role

Allow only certain roles to carry out certain inspections
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Written by Jonathan Smith
Updated over a week ago

Set up multiple locations using stores

Create stores for your warehouses, depots, or branches to specify that your stock is held in different locations.
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Written by Michael McGovern
Updated over a week ago

Add, delete, and manage your product groups

Product groups are a way of categorizing the products that you rent and sell. Add, remove, and edit product groups in System Setup.
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Written by Michael McGovern
Updated over a week ago

Categorize income using revenue groups

Revenue groups are a way of categorizing your rental and sale income. Add, remove, and edit them in System Setup.
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Written by Michael McGovern
Updated over a week ago

Categorize costs using cost groups

Cost groups allow you to categories the types of costs you log. You can add new cost groups in System Setup.
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Written by Michael McGovern
Updated over a week ago

Set up automatic discounting for organizations by adding discount categories

Use discount categories to automatically discount products and services.
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Written by Michael McGovern
Updated over a week ago

Use surcharges to apply surcharges to products

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Written by Michael McGovern
Updated over a week ago

Create inspections to record asset test results

Tell Current RMS what kinds of tests you do at your company, how often you do them, and what results you need to store.
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Written by Michael McGovern
Updated over a week ago