What is the principal/manufacturer with my company name – DOCUMENTS?
Created by: Nancy Lucas
Modified on: Thu, 18 Apr, 2019 at 2:30 PM
On the configuration, we added that company record for two purposes. ...
How to eliminate duplicate company records using ‘merge to’ function
Created by: Nancy Lucas
Modified on: Tue, 19 Mar, 2019 at 10:05 AM
A PPT is attached that fully illustrates how to use the merge fu...
How to Print Activity Journals
You can print an Activity Journal list to view all of the activity within a specific company. Click below to view step-by-step tutorial.
Sales Teams: What Can My Sales Reps and Staff Members See?
Visibility is based on sales team assignment. Sales Reps can only see their own companies, contacts, opportunities and sales/commission numbers based...
What does owner vs. owner/admin setting do?
Typically, there is one admin in the system or all owners have the role of owner with the added setting of admin.
As owner (without admin se...
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...
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...
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...
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...