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Kim Kininmonth
Repfabric Knowledge Base
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Articles by: Kim Kininmonth
Companies
How to Create a New Company and a New Contact in Outlook (Sync+)
There will be times you will need to create new customers to log opportunities and activity journal entries. This article gives you instruction on ho...
Kim Kininmonth
December 2, 2019
Companies
How to Create a New Company in Repfabric (Online)
A company can be a customer or end user, distributor, manufacturer, etc. 1. Left click “Companies.” 2. Left click “New.”...
Kim Kininmonth
December 2, 2019
Home Screen
Using The Global Menu (Online)
The ‘Global Menu’ The global menu icon (or the double hamburger) is always available, no matter how you set up your menu shortcuts across the blue...
Kim Kininmonth
December 1, 2019
CRM
Set up Shortcut Menus (Online)
How to Edit Shortcut Menus (Favorites/Bookmarks) in Repfabric You can customize the menu bar to include shortcuts to the menus you use most often...
Kim Kininmonth
December 1, 2019
Home Screen
Reset your Repfabric Password (Online)
How to Reset your Repfabric Password When you need to change your login password to the Repfabric web portal and the mobile app, please follow thi...
Kim Kininmonth
December 1, 2019
Knowledge Base
Download & Login to Mobile App (iPhone)
We will show the process of downloading the Repfabric CRM Tools on an iPhone. 1. Open “App Store.” 2. Tap Search icon a...
Kim Kininmonth
December 1, 2019
CRM
How to Login to Repfabric (Online)
Repfabric can be reached in many ways, including the web portal, your Android or iOS device, or within Outlook or Gmail sidebars. Your company...
Kim Kininmonth
December 1, 2019
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