How do I create a Report of my contacts?
When creating a Report of your contacts you are able to search for a specific contact, select the contact type as well as using the filters to be able to br...
Fri, 27 Oct, 2023 at 11:36 AM
How do I include custom variables in a Contact CSV Export?
To make sure that your contact Custom Variables will be included when you Export your Contacts list via the Contacts Smart Table, you will need to make sure...
Fri, 31 May, 2024 at 10:10 AM
How do I download a CSV report of a specific client's jobs?
There are a few ways to achieve this: 1. CRM > Reports > Jobs. You can type in a client's name in the search field to bring up all the job...
Fri, 21 Jun, 2024 at 10:56 AM