Ability to actually export data.

I need to be able to actually do a csv export of data. I do not have the data that I need in order to actually do some managerial accounting… I am currently having to manually input my leads and from what source in order to do the managerial accounting work that I need to do which is almost adding more work for me than having drip jobs is saving me.

I need to be able to export

  1. Client essential data (name, address, etc.)

  2. Lead source

  3. Current status

  4. Jobsize (if job was one)

  5. Multiply job sizes (if more than one job done for same client)

  6. When contact was created

  7. When job was completed

ALSO

I REALLY need to be able to change when a contact was created in drip jobs and export that data so that I can account for what is happening every month..

Upvoters
Status

In Review

Board

💡 Feature Requests

Date

Over 1 year ago

Author

Hayden Owens

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