Advanced Functions

Importing

• Using the Self-Service Importer
• How to create a zip file
• Import your contacts

Reporting

• Reports - Overview
• Generate a Word/PDF Report
• Customise a Word/PDF Report Template
• Generate an Excel Export
• Customise an Excel Export Template
• Print an Object Detail Page

See all 8 articles

Search & Filter

• Using the Filter Search Function
• Creating & Using Pick Lists
• How to Create a Smart Group
• How to create and manage Bookmarks