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Exporting Memos/Log in Call/Emails in Providers' cards (CRM)

Pangea Global Support 2 years ago in Something Else updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 2

Hello,

I am using the different functionalities of CRM in the provider's card like Log a call/Memo/New email etc. Is it possible to export all the CRMs' in one go (maybe in the reports section?) or do I need to go to every provider's profile to export these info?


Thank you in advance !


Hello 
The CRM Activities are available in the CRM module. You can get all providers activities there and export them in one batch. 
The filters will help you list only the one that you want. The No associated clients filter, set to Yes, would ensure that you will have on the list only the memos associated with providers.