Support
Options
- Email – send us a message to mailto:[email protected] with your request including to receive training
- Help articles and tutorials – you can either browse through these on this page or search our site
- Live chat – while in RealtimeCRM, you can ask fro help via the live chat link on the page
- Feedback form – for non-urgent requests or suggestions, you can complete the feedback inside the app
Help articles
- How set up Opportunity loss reasons opportunities settings
- How to mark a Task as complete or incomplete tasks
- How will I receive my RealtimeCRM invoice? account payment billing
- How to organise your Custom Fields using Labels custom fields
- Using Team Chat team chat
- Using Excel to put tags into columns export tags
- How to duplicate an Opportunity opportunities
- How to change currency in RealtimeCRM settings account
- How to add a document from SharePoint to RealtimeCRM documents
- How to change the Project type of an existing Project projects
- Capture signatures against your tasks tasks
- Import your data from LinkedIn import csv linkedin
- Automatically attach incoming emails to records in RealtimeCRM email integrations
- How to import tasks to a Project or Opportunity import tasks projects opportunities
- RealtimeCRM - Supported browsers
- Calendars & RealtimeCRM account tasks
- What is the Activity Timeline? activities
- Inventory management, adjusting your Product's stock level products
- Manage your password account
- How to transfer records from one user account to another before deleting it account users
- How to send a reminder from RealtimeCRM tasks
- How to add and approve time entries timesheets scheduler
- How book an appointment for a Project in the Scheduler scheduler projects filter
- How to disable a user account account
- How to scan a business card into RealtimeCRM using the Business Card Reader contacts mobile adding data
- How to disconnect Xero from RealtimeCRM xero finance
- How to edit the Scheduler Appointment statuses scheduler
- How to add a Product as a line item to a Project or Opportunity products opportunities
- How to add a Product products
- How to link a Company to Companies House companies adding data
- How to group Users using Tags in the Scheduler tags scheduler
- How to duplicate a Project projects
- How to log into RealtimeCRM as a new user
- How to add RealtimeCRM as a shortcut to your desktop
- A customer requests all the information you hold on them (GDPR - Right to access) gdpr export
- I want to assign a document or website link to a record documents
- Integrate with VoIP telephone systems voip integrations
- How to mark an Opportunity as won and how to convert it into a Project opportunities projects
- How to remove duplicate records after an Import import
- How to view My Agenda in the Scheduler scheduler
- How do I delete an appointment from the Scheduler? scheduler
- How to add appointments to the Scheduler scheduler
- Can I view all Project types in the Projects Pipeline at the same time? projects
- How to download Company information into a template documents companies export template
- Removing Related Records related records
- How to integrate MailChimp into RealtimeCRM mailchimp integrations
- How to download an Opportunity into a Quote template documents opportunities export quote template
- How to delete an Opportunity opportunities
- How to filter or search your Activities search activities
- How to change and update my payment details? account payment billing
- How do I download Project details into a template? documents export projects template
- How do I download a Contact's information into a template? documents export contacts template
- How to change your User account Email address email users
- How to update your records via the Import function import
- Add or remove a Line Item from an Opportunity opportunities
- Add or remove Line Items from a Project projects
- How do I create a new Project Type? settings projects
- How to change your default Email client email
- How to restore a Lost Opportunity opportunities
- Edit or delete Company records companies
- Edit or delete Contact records contacts
- How to export your RealtimeCRM Contacts into Mailchimp mailchimp integrations export
- Organise your Tasks in the Calendar tasks calendar
- The Watched Items Widget widgets dashboard
- Accessing RealtimeCRM notifications notifications account
- Merging Companies companies
- How to add RealtimeCRM to your Home screen settings mobile
- Live Chat Support support
- I'm unable login - Token has expired login account
- Exporting data export admin
- How do documents work in RealtimeCRM? documents
- Giving feedback to the RealtimeCRM team support
- How do I add or remove users? admin account users
- How To Enable Pop-ups settings
- Integrating Xero With RealtimeCRM xero integrations
- Importing Data import
- Related Records related records
- Account settings account settings
- Editing User Permissions as an Administrator settings admin users permissions
- Adding and managing Tasks tasks
- Everything you need to know about Custom Fields custom fields
- Setting yourself up in RealtimeCRM settings
- Adding Tags tags
- Filtering your records with tags search tags filtering
- Adding and managing Companies companies tags adding data
- Adding Contacts contacts
- Adding Projects projects
- Managing Multiple Contacts contacts
- Adding a payment method account payment billing
- Adding Activity to records activities
- How to view or filter Tasks search tasks
- The Event Log event log admin
- The RealtimeCRM Favourites bar favourites account
- How to edit Opportunity Stages and Opportunity Pipeline titles opportunities settings
- Changing Your Company Information admin settings
- Profile settings account settings
- How to filter records by Custom Fields custom fields search
- Selecting multiple items from a pick list custom fields settings
- Delete multiple records at once
- How do I attach emails to a record? email integrations
- How do I group my Companies and Contacts? companies contacts tags
- How do Opportunities and the Opportunity Pipeline work? opportunities
- I have entered a new Company into RealtimeCRM but I haven't got much information back search companies
- What are Opportunities, the Opportunity Pipeline and Projects? opportunities pipeline projects
- Keyboard shortcuts in RealtimeCRM keyboard shortcuts
- Deleting your Company Account admin settings
- Filtering records in RealtimeCRM search
- The Projects Pipeline projects