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Troubleshooting and FAQs
Troubleshooting and FAQs
25 articles in this collection
Written by
Matthew James Finkel
General questions
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
Opportunities
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
Products
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
Availability
Why does my product show as having zero (or negative) stock available?
Written by
Matthew James Finkel
Updated over a week ago
Projects
Why doesn’t my project quotation display any opportunities?
Written by
Matthew James Finkel
Updated over a week ago
Third party problems
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
Best practices
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