Troubleshooting and FAQs

Current RMS and GDPR

Questions answered about using Current and the EU general Data Protection Regulation legislation.

Written by Matthew James Finkel
Updated over a week ago

Can I use Current when I’m out of the office?

Current RMS can be used on any device with a compatible browser and internet connection.

Written by Matthew James Finkel
Updated over a week ago

How do I book remote training or an online demonstration?

Remote training is included as part of your subscription!

Written by Matthew James Finkel
Updated over a week ago

How can I stop users from seeing everyone’s opportunities?

Set up your Current RMS system so that users can only see quotes and opportunities that they are working on.

Written by Matthew James Finkel
Updated over a week ago

What devices and operating systems can I use Current on?

Got a modern browser? You should be able to use Current RMS!

Written by Matthew James Finkel
Updated over a week ago

How can I change my units of measurement?

Use imperial or metric units in Current. Make the switch in System Preferences.

Written by Matthew James Finkel
Updated over a week ago

Why won’t my tags save?

Make sure you hit enter after typing in tag name.

Written by Matthew James Finkel
Updated over a week ago

What’s the maximum file size for attachments and images?

It’s 2MB for product images and 100MB for each attachment.

Written by Matthew James Finkel
Updated over a week ago

How do I upload my logo and add my address to document layouts?

Add your company information in Company Information and Stores.

Written by Matthew James Finkel
Updated over a week ago

How do I enable Javascript?

Javascript is required to use Current RMS. Our guide runs through how to turn on Javascript in different browsers.

Written by Matthew James Finkel
Updated over a week ago

Why can’t I add products to an opportunity?

Written by Matthew James Finkel
Updated over a week ago

How do I change the default transaction type in the picker?

Written by Matthew James Finkel
Updated over a week ago

Why don’t I see the “Invoice Opportunity” action?

Written by Matthew James Finkel
Updated over a week ago

How do I finalize a sales-only opportunity?

Written by Matthew James Finkel
Updated over a week ago

Can I revert an order to a quotation?

Written by Matthew James Finkel
Updated over a week ago

How do I undo allocating, prepping, booking out, or checking-in an asset?

Accidentally booked out something that you shouldn’t have? Use the Revert Status option to revert to the previous status.

Written by Matthew James Finkel
Updated over a week ago

How do I set how many days to charge for an item?

Written by Matthew James Finkel
Updated over a week ago

Can I discount products or opportunities?

Written by Matthew James Finkel
Updated over a week ago

What’s the difference between default, mandatory, and optional accessories?

Written by Matthew James Finkel
Updated over a week ago

Can I add multiple photos to a product?

Written by Matthew James Finkel
Updated over a week ago

Can I set up sub-product groups in Current?

Written by Matthew James Finkel
Updated over a week ago

Why does my product show as having zero (or negative) stock available?

Written by Matthew James Finkel
Updated over a week ago

Why doesn’t my project quotation display any opportunities?

Written by Matthew James Finkel
Updated over a week ago

Chrome scrolling bug fix

If the opportunity items list table heading or detail view tabs are scrolling down the page, update Google Chrome to version 62.

Written by Matthew James Finkel
Updated over a week ago

Cleanse your Current RMS data

Cleanse your data regularly to make sure that you get the most out of your data.

Written by Matthew James Finkel
Updated over a week ago