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...
Maps for Importing Sales and/or Commissions into RF
People often ask for a template to use when they are getting ready to import numbers into Repfabric. One of the great things about importing into RF...
Quote and Job Tracking Processes with IS Quote Integration (video)
This training is intended for owners, administrators and quote preparers in your company.
Let’s talk about best practices for when you h...
How to Import Companies or Contacts
How to Import Companies & Contacts
In the “Data Management” section of Repfabric, you can “Import CRM Info” (Companies, Contacts, Produc...
How to Import Product List, Alias & Absorb (tutorial)
How to Import Product List, Alias & Absorb Records
You can import your own list of products for each of your manufacturers/principals. First...
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...