Ah, summer. The season of pool days, road trips, out-of-office replies—and the occasional panicked “Did I update my deal notes before I left?” email.

Whether you're planning to fully unplug or keep a light hand on the wheel, Realcore makes it easy to prep your account before you go, so you can actually enjoy that time off. Here are a few tips to make your summer vacation smooth sailing:

✅ Check your 'Next 30 Days' Calendar

Use the Next 30 Days section in your Pipeline to stay ahead of any tasks coming up while you’re away. Knock out follow-ups before you leave, or reassign key dates so nothing slips through the cracks while you’re beachside.

📅 Update your Projected Payment dates

Realcore makes it easy to edit projected payment dates. If you know a payment will come in after your return, go ahead and update that now. That way, your dashboard stays accurate, and you won't get flooded with unnecessary alerts while you're out.

🔔 Set notifications to stay lightly connected

You don’t have to be totally off-grid (unless you want to be). Customize your notification settings so you only get alerts that really matter—like when a payment hits or when a new client signs in.

✈️ Traveling Internationally This Summer?

If you’ll be heading overseas, let us know in advance. We’ll make sure your account permissions and access settings are optimized so you can log into Realcore securely from anywhere. Just reach out to our support team with your travel dates and destination—we’ll handle the rest!

Whether you're off to Europe, camping in the mountains, or just working from a new zip code, Realcore is designed to keep your business running without missing a beat.

Take the time off—you’ve earned it.

We’re here to help! If you’d like training on any of these features, let us know. As always, we value your feedback and are happy to assist with any questions.

Contact us at: support@realcoreapps.com for support or to schedule a training session!

We also encourage you to join us for our monthly review calls! No RSVP is ever required - just join! Times, dates, and links can be found here.