Repbox Setup

Collections organize your articles so people can find them more easily

17 articles in this collection
Written by Robert Klotz

Onboarding Basics

Getting Started: OnBoarding List and Templates

Onboarding Yourself: List of to do's

Written by Robert Klotz
Updated over a week ago

Adding Users

How to Add a user to the system

Written by Robert Klotz
Updated over a week ago

Adding Manufacturers

How to add manufacturers to the system

Written by Robert Klotz
Updated over a week ago

Adding Accounts

How to add accounts to the system

Written by Robert Klotz
Updated over a week ago

Adding Contacts

How to Add contacts to the system

Written by Robert Klotz
Updated over a week ago

Adding Products

How to add products into the system

Written by Robert Klotz
Updated over a week ago

Admin Customization

From Email Address Set Up (Global SMTP Server Authentication)

Setting Up Sending Emails out of Repbox from Work Email Globally

Written by Robert Klotz
Updated over a week ago

Managing Repbox Subscription

Updating Payment Information and other Account Information

Written by Robert Klotz
Updated over a week ago

Fields and Layout Customizer

How to customize and edit fields and layouts

Written by Robert Klotz
Updated over a week ago

Field Editing within Repbox

How to position, add fields, and edit where fields show within your Repbox

Written by Robert Klotz
Updated over a week ago

Updating Main Menu

Customizing Main Menu Options for Repbox

Written by Robert Klotz
Updated over a week ago

How to Create and Customize Field Auto-Fill in Repbox

Field Auto-Fill and Moving Throughout Modules

Written by Robert Klotz
Updated over a week ago

Deleting Users

How to delete users within the system

Written by Robert Klotz
Updated over a week ago

Picklist Editor

Customizing/Editing Picklists within Repbox

Written by Robert Klotz
Updated over a week ago

Editing Groups of Users

How to edit and customize user groups within Repbox

Written by Robert Klotz
Updated over a week ago

Sharing Permissions

Explaining sharing permission definitions and meanings of terms

Written by Robert Klotz
Updated over a week ago

Sharing Rules

Explaining sharing rules in detail to set up permissions in Repbox

Written by Robert Klotz
Updated over a week ago