Microsoft Office Repair Tool
If an Office application such as Outlook or Word isn’t working correctly, sometimes restarting it will fix the problem. If that doesn’t work, you...
What are Subtables, and how to use them
Any menu in Repfabric that drops down is what we call a Subtable. All Subtables can be edited by an administrator in your instance. Those changes...
How to Refresh or Edit a Living Report
You can refresh your report as often as you need to. Open your saved Excel file.
1. Click “Data” tab.
2. Click arrow on “Refres...
Can I scan business cards into Repfabric? If so, how?
Created by: Nancy Lucas
Modified on: Fri, 27 Dec, 2019 at 2:58 PM
How can we scan business cards?
The business card scan function is a...
What fields are required on the import?
To do an import in the entry process there are certain fields required.
At a minimum, it has to include customer, invoice date, sales am...
How to Import Monthly Sales & Commission (Video)
Process Options
This PDF will show you the processes, what they accomplish, requirements, downsides or trade-offs, if posted to sales, posted to c...
How to Prepare your Excel Spreadsheet
Created by: Nancy Lucas
Modified on: Wed, 13 Mar, 2019 at 11:48 AM
Take a moment to review your sheet before importing it so that it goes w...
Linking Opps to Emails in Repfabric Webmail (Videos)
Created by: John Mitchell
Modified on: Thu, 2 Aug, 2018 at 5:15 PM
You can link emails from the Repfabric web email client or Repfabric m...
How does Forecasting work? (video) How to create Principal Plans and Customer Forecasts
Who’s interested in Forecasts v Living ReportsForecasts
Set up Plans by ManufacturerData Management > Plans & Forecasts > Li...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...