Having all of your client work in one platform is great, but only if it's easy to find. Find your data faster, easily search and filter information with power and ease, and save filters to save time.
Using this guide, you can:
Run Searches across your Clients & Companies in order to:
Find a specific company - Use the search bar on the Navigation Bar from any page. You can search across your entire account, or click the magnifying glass and select Companies from the drop-down.
Find a comprehensive list of all of your clients/companies - Click the Modules button and Companies/Clients on the Modules Bar. This will bring up a list of every Company on your account.
Your business results and lists can be quite extensive. Please refer to our Filters & Bookmarks guide tips on refining your results.
Export the results into a spreadsheet in order to use comprehensive Company information to create reports. At the top left of your Company list, there will be an Export option.
As Excel - Exports all companies and their details, but only the primary contact details will be included.
Contacts As Excel - Exports all contacts within the company and associated details.