Video – PBI: How to correct “Customer Table Error”
There is an error that is easily fixed in your Power BI dashboard from Repfabric. The short video below will walk your through it step by step.
AJ Email Summary – who receives what report in the morning?
Every user that creates an Activity Journal (AJ), receives a summary email in the morning for the AJs they created. There is a setting, turned on by...
How to delete a problem table from PBI
If you are getting a refresh error, and only one table is causing the refresh to fail, you can delete the table. We are finding that if you do not u...
How to use the “Map” or “Nearby” feature inside a Company
You may have noticed a new “Map” button at the top of the Company list page. If you have allowed your browser to know your current locat...
How to Merge Contacts
There are times you may need to merge 2 contacts together. Please note you will have to DELETE the ‘bad’ contact when you are finished w...
Bean Counter Q & A
Every Monday and Wednesday 4:30 pm Eastern/1:30 Pacific Time
Do you have questions about sales & commissions entry or commissions splits....
Is my Sync+ fully activated?
Please check to see if your Sync+ is successfully activated.
Open your Repfabric Sync+ in your email.
Click on the “refresh” icon (...
How to use “Visit Frequency” in a Company
There is a field where you can enter the number of days that can pass without contact with a customer. Example: if you enter 30 days into the ̶...
Alias the orange names – set relationship of customer and secondary customer
What do I do when the names turn orange?
Go to Home > Dashboard > Entry Process > Aliasing on the left side menu to find the screen a...
How to use “Custom Label” to rename fields
There are many fields in Repfabric that you may want to rename and use for a different purpose. Some fields you should not relabel. The fields in t...