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Answered

Service list export

Katie Black 1 week ago • updated 1 week ago 2

Good morning,

Is there a way to export a list of all the services we have set up in XTRF for clients which are not currently using the platform?

Thanks!

GOOD, I'M SATISFIED
Satisfaction mark by Katie Black 1 week ago
Answered

Hi Katie

You can export the list of your services from the system configuration. But I'm afraid it is not possible to export a list of services for a specific client, Services in XTRF are not linked to a client profile. That is why it's not possible to get a list of services for a specific group of clients.

Additionally, how do you consider a client currently not using the platform? Clients without access to the Client Portal?

Best regards,

Marek

Hi Marek,

Thanks for your reply. This would be more like a list for Marketing purposes, so that our contacts can share them with other people within the company. Then if the other people is interested, they will be accessing the platform, but not before.

In that case, I think a list of all the services will have to be enough.

Thanks!