Hide Parent Company Contacts
You can prevent the parent company contacts from being displayed in the “Contacts” tab of the child company. It can be done by someone i...
My Repfabric Sync+ button is missing or greyed out
There are some reasons the Repfabric Sync+ icon is missing or greyed out.
You must be in the “Home” tab in Outlook. (1st image)When us...
Video- How to Create a Basic Living Report
Click the “Play” arrow to watch the video.
Click the icon to download list of URLs
Click “File” > “Save As...
How to make a call from Repfabric mobile app and be prompted to create AJ
If you make a call from your RF mobile app, it will ask if you’d like to create an Activity Journal for the person you just spoke with. Watch...
Video – How to Create Activity Journal in 60 Seconds
This video will show you the very basics of how to create an AJ in less than one minute.
This video will show you the step-by-step instruction...
How to Mark Contacts “Personal” in Gmail
In Gmail contacts, make sure you have a label called “Personal.” Open the desired contact.
1. Click the “Label” icon.
2. Click...
What do the choices mean when I change a sales team on a company/companies?
When you change a Sales Team on a company (one at a time or in bulk) you have to choose what to do with things that take place in the past, present a...
How to use “Custom Label”
**Use with caution and remember you change may show up in more places than you expect. This is a restricted function so you may have to consult with...
Aliasing – What happens to an alias when I delete or merge a company?
Good news! When you merge or delete a company, all of the aliases are updated.
Merging a company will update the aliases also to the merged c...
How to Prepare Your Outlook Contacts to Sync with Repfabric
One of the best features in Repfabric (RF) is being able to sync your contacts from RF to Outlook and vice versa. As we all know, our contacts...