Support

We are here to help

Whether you are an existing customer that wants to know how to use a feature, or you want to know more about RealtimeCRM before you trial it, we are here to help. Just get in touch with us and we will be pleased to give you an answer.

• Email – send us a message to [email protected] with your query or topic that you need help with.
• Help articles and tutorials – you can either browse through the artciles on this page or search on the right hand side.
• Live chat – Why not post your question to our real, live support team using the Chat with our team link found on this site and in the app.
• Feedback form – for non-urgent requests or suggestions, you can complete the feedback inside the app

Help articles

Help & Support

• Recurring Tasks tasks
• Customising your CRM custom fields accounts
• About the Opportunity Statistics screen opportunities reporting
• Marking an Opportunity as won and converting it to a Project opportunities projects
• The Client Income Report reporting
• The Company Activity Report reporting
• Sales Team Performance Report reporting
• The Opportunity Lost Reasons Report reporting
• Handle incoming calls (Beta) voip
• Reporting Overview reporting
• Configure quote totals and sales tax quotes email opportunities
• Customising your quotes quotes email opportunities
• Create and send a quote quotes opportunities email
• Zoom Integration voip integrations zoom
• Add a Task to multiple Opportunities tasks opportunities
• Setting the Win Probability for an Opportunity opportunities forecasting opportunities pipeline
• How set up Opportunity loss reasons opportunities settings
• How will I receive my RealtimeCRM invoice? account
• Mark a Task as complete or incomplete tasks
• Organise your Custom Fields using Labels custom fields
• Using Team Chat team chat
• Using Excel to put tags into columns export tags
• Duplicate an Opportunity opportunities
• A Company or Contact record is not showing on the map maps contacts companies
• Using maps in RealtimeCRM - filtering contacts and companies maps
• Change currency in RealtimeCRM settings account
• Add a document from SharePoint to RealtimeCRM documents
• Change an existing Project's type 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
• Import Tasks to a Project or Opportunity import tasks projects opportunities
• RealtimeCRM - Supported browsers
• Calendars & RealtimeCRM account tasks scheduler
• What is the Activity Timeline? activities
• Inventory management, adjusting your Product's stock level products
• Manage your password account
• Transfer records from one User account to another before deleting it account users
• Send a reminder from RealtimeCRM tasks
• Adding and approving time entries timesheets scheduler
• Book an appointment for a Project in the Scheduler scheduler projects filter
• Disabling a User account account
• Scanning a business card into RealtimeCRM contacts mobile adding data
• Disconnect Xero from RealtimeCRM xero finance
• Editing the Scheduler Appointment statuses scheduler
• Add a Product as a Line Item in a Project or Opportunity products opportunities
• Adding a Product products
• Link a Company record to Companies House companies adding data
• Group Users in the Scheduler using Tags tags scheduler
• Duplicate a Project projects
• Log into RealtimeCRM as a new user
• 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
• Removing duplicate records after an Import import
• View My Agenda in the Scheduler scheduler
• Delete an appointment from the Scheduler scheduler
• Add appointments to the Scheduler scheduler
• Can I view all Project types in the Projects Pipeline at the same time? projects
• Downloading Company information into a template documents companies export template
• Removing Related Records related records
• Integrating MailChimp into RealtimeCRM mailchimp integrations
• Download an Opportunity into a Quote template documents opportunities export Quote template
• Deleting an Opportunity opportunities
• Filter or search your Activities search activities
• Change and update payment details account
• Download Project details into a template? documents export projects template
• Download a Contact's information into a template documents export contacts template
• Change the email address for your RealtimeCRM User email users
• Updating 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
• Creating a new Project Type settings projects
• Change your default email client email
• Restore a Lost Opportunity opportunities
• Edit or delete Company records companies
• Edit or delete Contact records contacts
• Export your RealtimeCRM Contacts to Mailchimp mailchimp integrations export
• Organise your Tasks in the Calendar tasks calendar
• The Watched Items Widget widgets dashboard
• Accessing RealtimeCRM notifications account
• Merging Companies companies
• 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
• Working with Documents in RealtimeCRM? documents
• Giving feedback to the RealtimeCRM team support
• Adding or removing Users admin account users
• Enabling browser 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
• Adding Activity to records activities
• The Event Log event log admin
• The RealtimeCRM Favourites bar favourites account
• Viewing and filtering Tasks search tasks
• Edit Opportunity Stages and Opportunity Pipeline titles opportunities settings
• Changing Your Company Information admin settings
• Profile settings account settings
• Filter records by Custom Fields custom fields search
• Selecting multiple items from a pick list custom fields settings
• Delete multiple records at once
• Attaching emails to a record email integrations
• 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 filtering search
• The Projects Pipeline projects