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  1. Collectrium
  2. Advanced Functions

Advanced Functions

Importing

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

Reporting

  • How to Print an Object List
  • Reports - Overview
  • Generate a Word/PDF Report
  • Customise a Word/PDF Report Template
  • Generate an Excel Export
  • Customise an Excel Export Template
See all 9 articles

Search & Filter

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