RapidStart CRM – Project Schedule (Gantt Chart) For Projects with a large number of Project Tasks, it can be challenging to visualize the schedule from the Project Task list view of Start and End Dates. So we have created an interactive Gantt Chart Schedule Board. To get to the Schedule, open a Project. Click the… Read More

Rapidstart CRM – Project Expenses A feature of RapidStart CRM is the ability to enter Project Expenses for your Projects. Project Expenses are added at the Project Level. You can get to your Project Expenses a couple of different ways. Project Expenses List View The List View of Active Project Expenses will open, which looks… Read More

Rapidstart CRM – Project Tasks A feature of RapidStart CRM is the ability to break a larger Project into Project Tasks, like mini-projects. Project Tasks are added at the Project Level. You can get to your Project Tasks a couple of different ways. Project Tasks List View The List View of Active Project Tasks will… Read More

RapidStart CRM – Hashtags Unique to RapidStart CRM is our Hashtagging system. It works the same way you identify and classify items on Twitter for example “#interesting” How to use Hashtags First understand the difference in categorization methods. The below example is an Account record opened to the Details tab. Many records have fields for… Read More

RapidStart CRM – Using the Timeline Most records in RapidStart CRM have a Timeline panel on the Summary page, and it works the same on all record types. The Timeline is where you add various Activities and Notes to the records, providing you with a complete history of your interactions. In the example Timeline below,… Read More