Menu

Client Manager Part 2: Search and Batch

Updated: 2021-01-05

Learn how to use filters to create saved searches and export data. Topics include:

  • Batch functions
  • Custom filters
  • Saved searches
  • Column layouts
  • Excel export

Date of broadcast: January 21, 2020
Presented by: Andrew Little

Haven't found the answer? We can help.

Contact us and we’ll get back to you as soon as possible.