Client Contact Info

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Claudia Stallings

Requester

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 Support posted about 1 month 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!

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