Version – it is very useful to know what version of Realtime you are using

Image 1 when first logging in

Image 2 always on show

When asked what version you have it is the last 3 digits that are important

Collapse menu – this is good practice helps to easily navigate to other menus

Menu- throughout the training instructions will always start with which menu to open

Tabs – will be introduced to you as they are used

… - three little Dots

Clicking on these will open a new window with more detail

Spy Glass – select the spy glass to see keys documents attached to the contact

• POD
• Despatch Note
• Customer Purchase order
• Customer Invoice

Save – Regularly in Realtime

Refresh – this tab is available on many screens and key when working in one screen for a long period of time

Excel Export – where this tab is available data can be exported to excel

Sign out – signing out correctly is important this ensure all updates are applied