In this section you will find answers to questions that might come up when using proRM.

The display name is the CRM organization

The display name is in the top right under the user log in.


To use a personal view in the proRM Modules?

You can use a view you already created in CRM to filter your data. To use it, go to a proRM App and search for an accountant (in most Modules thats under "select customer"). The "Look Up Records" window opens. Here you can choose under "View" your created presonalview to help you filter your data.