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CRM Details and Activity

Answer / Solution

CRM and Activity Export

Overview

The Facility CRM screen in the IMC provides an easy way to keep track of Upcoming Events, History, Contacts, Profile information, and Production History for a Facility.  The CRM and Activity Export provides a way for Administrators to review activity, setup, and changes.

Requirements

  • Administrator Login and Password for the IMC.

Steps

  • Log in to the IMC with your Administrator username and password.
  • Click the Administration tab ⇒ Facilities sub-tab.
  • Click the CRM and Activity Export link at the top of the listing.
  • A popup will display. Choose from the drop-down menu of Account Managers, Not Specified, or All.  
  • Click Submit to generate an Excel spreadsheet with CRM detail, event counts, and job counts.  This file will automatically download.

 


Related KBs
What is the Facility CRM screen?
Facility CRM Screen

Direct Link to This KB
https://www.infraware.com/KB/?f=931

Last Updated
Wednesday, June 7, 2017

Tags
CRM Activity Export KB931
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