Now you can download all your Jobsite and/or Contact information to an excel spreadsheet as well.
To find these reports:
- Click the CRM | Reports menu
- Scroll down to find either the Jobsites Export or the Contacts Export reports
- Click Generate Report
Browsers will handle the spreadsheet in several different ways. Microsoft Edge and Google Chrome will likely show the spreadsheet in a toolbar at the bottom. Firefox and Safari may save the spreadsheet directly to your Downloads folder. Your browser settings will determine where the file is downloaded.