Parent Company – Child Company Relationships
A company within Repfabric can be made to be a ‘child’ of another company. To make a company a child company, use the lookup button in the parent fie...
Best Practices on Company Names
Are you running into duplicate accounts or have trouble finding accounts you know exist? Then it is time for your team to pick a best practice on how...
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...
What’s new in Repfabric October 2020
Sync+
Full details to create a job are available and you can know select which company a contact belongs to if there are more than one with the s...
Who can read my emails?
Email visibility in each user’s contact record in Repfabric.
All the members of your team who have access to Repfabric are loaded into Repfa...
How to Use Re-Import to Update Company and Contact Records in Bulk
You can now make bulk updates to a group of Company or Contact records. You will first need to export the list of companies/contacts that you w...
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 Install and Connect Power BI to your Repfabric (updated 09/2023)
We are constantly working to add new reports that help you to analyze all your data in Repfabric. It’s difficult to anticipate every repor...
Increasing Sales using your Calendar Webinar
Selling first virtually requires additional skills with your calendar management.Join Steve Turner of Turner Time Management and John Mitchell, Presi...
Troubleshooting: Are Outlook and your computer both 32 bit or 64 bit?
How to Check your Bit Version of Outlook
The number of bits your computer runs and the bit version of Office you installed must match for Repfabri...