How to alias contacts
When new contacts are imported in the system, it’s necessary they get attached to the right company. Also, there may be a duplicate in the...
Why can’t I see my contact?
Created by: Nancy Lucas
Modified on: Mon, 30 Jul, 2018 at 6:18 AM
Basically, every contact is assigned to a company. Customer and, in som...
What format does Repfabric want the phone number?
Created by: Nancy Lucas
Modified on: Wed, 29 Aug, 2018 at 5:09 AM
As far as phone number format, the system itself has no preference. It&...
How to Create a New Contact (Online)
This PDF gives step-by-step instructions on how to create a new contact in the portal, or web version, of Repfabric. The steps also apply in the mobi...
Exporting Mailing List – Mass Email
Created by: Nancy Lucas
Modified on: Wed, 29 Aug, 2018 at 4:57 AM
It is possible to create a mass mailing list based on any combination o...
How to Export Contacts from Outlook
The explanation below is for exporting from Outlook online. Scroll to the bottom to see step-by-step instructions for Outlook desktop.
Here&#...
Setting up Sync+ (Gmail Users)
To open GMAIL and use the Repfabric Sync+ tool, you must use Chrome. Microsoft Edge does not allow the add-in to be used.
Repfabric Sync...
How to install Outlook Sync+ Globally for your users
Created by: Caleb Waters
Modified on: Tue, 12 Mar, 2019 at 4:07 PM
Requirements:
Office 365 account with Admin Level permissions
Fi...
Setting up Sync+ (Outlook Online & Desktop)
How to Setup up Repfabric Sync+ in Outlook
Separate instructions to set up Gmail, click here: “Setting up Sync+ in Gmail“
IMPORTANT...
Securing your data from a terminated employee
Unfortunately there are times that things just don’t work out. When you terminate an employee, the following procedure can be used...