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Troubleshooting and FAQs
Troubleshooting and FAQs
Matthew James Finkel avatar
By Matthew1 author25 articles

General questions


Current RMS and GDPR
Can I use Current when I’m out of the office?
How do I book remote training or an online demonstration?
How can I stop users from seeing everyone’s opportunities?
What devices and operating systems can I use Current on?
How can I change my units of measurement?
Why won’t my tags save?
What’s the maximum file size for attachments and images?
How do I upload my logo and add my address to document layouts?
How do I enable Javascript?

Opportunities


Why can’t I add products to an opportunity?
How do I change the default transaction type in the picker?
Why don’t I see the “Invoice Opportunity” action?
How do I finalize a sales-only opportunity?
Can I revert an order to a quotation?
How do I undo allocating, prepping, booking out, or checking-in an asset?
How do I set how many days to charge for an item?
Can I discount products or opportunities?

Products


What’s the difference between default, mandatory, and optional accessories?
Can I add multiple photos to a product?
Can I set up sub-product groups in Current?

Availability


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

Projects


Why doesn’t my project quotation display any opportunities?

Third party problems


Chrome scrolling bug fix

Best practices


Cleanse your Current RMS data
Current RMS Guides
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