I need to be able to download the client list in the Directory page. Right now, all I can do from there is see them on the screen or delete them. I need a csv or Excel download option. That way, the more information that is entered into the transaction file, the more data I could potentially import into a CRM without retyping it. It would also make tracking annual sales easier, and making sure I have included everyone in a year-end mailing thanking them for their business.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Claudia,
Tyler from the Product team here at SkySlope. Thank you for the feedback! I will document this and pass this along to the proper Product Manager. Please feel free to reach out any time as we greatly appreciate your feedback!
Created By Claudia Stallings
RequesterI need to be able to download the client list in the Directory page. Right now, all I can do from there is see them on the screen or delete them. I need a csv or Excel download option. That way, the more information that is entered into the transaction file, the more data I could potentially import into a CRM without retyping it. It would also make tracking annual sales easier, and making sure I have included everyone in a year-end mailing thanking them for their business.
0 Votes
1 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Claudia,
Tyler from the Product team here at SkySlope. Thank you for the feedback! I will document this and pass this along to the proper Product Manager. Please feel free to reach out any time as we greatly appreciate your feedback!
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