Advanced Functions

Importing

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

Reporting

• Generate a Sale Invoice
• Print an Object Detail Page
• Generate a USPAP compliant appraisal report
• Customizing Report Templates
• Generating Reports

Search & Filter

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