No. 719. June 28, 2024
ebroker: Clients – Generate Excel relationships
ebroker, it allows you obtain a list with the affinity relationships of your clients.
Inside the module Clients, after having searched for these, you have the possibility of generating an Excel file with the affinity relationships of each client.
Below the list of clients after accepting your search, in Listings > Other listingsthere is the option Generate Excel from relationships. In this document, only those clients who appear in the search result and who have reported some type of relationship with another client will be shown.
Within the document, among others, the columns will be displayed R. Social, Company name vin. y Customer relationship vin., where the main client, the client with whom they have a relationship, and the relationship itself are reported, respectively.
You just have to go to ...
Clients > Listings > Other Listings
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