Troubleshooting and FAQs
By Matthew1 author25 articles
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?
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?