Customer contact

The customer's contact functionality allows the user to view the contact list of all recorded customers on the system.

From the system main screen, click Sales > CRM > Customer Contact or enter "Customer Contact" in the Quick Search field. The following screen will open:

Click More Actions to export the data from this list in CSV or PDF format.

Note: For more information on adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.