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What is Discover?

What Is Discover? The Discover Section is located on your menu bar and is a “Magnifying Glass Icon”. This is where you can search inside and outside TrackerRMS. “Power Search&rdqu...

What are My / All / New / Favorite Menu Options?

What are My / All / New / Favorite Menu Options? *My / New / All / Favorite menu options are available in all records. For this example, we are showing My / New / All / Favorite menu options under ...

What are Open / Closed / Won Jobs Menu Options?

This lesson explains the menu options under the Jobs tab: Open / Closed / Won jobs. ...

What Is My Recently Viewed?

Scroll through the steps below if you would like another option aside from the video above. ...

What Is Reporting?

Check out this next lesson to learn how to create a basic report. ...

What is Startup Page?

There is a an option at the top of the Home menu called Startup Page that allows instant navigation to the user's main startup page: To set your Startup Page, go to My Settings and scroll down t...

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