To export a customer timeline, please follow these simple steps:
Access a customer profile via Customers Dashboard
Select "Export" button and desired date range, then press "Export timeline as PDF"
Check your inbox for an email from Kolleno
To export a customer timeline, please follow these simple steps:
Access a customer profile via Customers Dashboard
Select "Export" button and desired date range, then press "Export timeline as PDF"
Check your inbox for an email from Kolleno