Hi @Tierra1011! If you go to the search function (magnify glass icon) >
select " Customer" in the drop-down > select the green search button
that should show you all of your active customers and can be exported if
needed! You can adjust the filters a...
Hi @Tschampers! I looked through Settings > Integration > Alerts and am
not seeing any alerts for when a specific tag is added to a job,
however, I think that would be a great idea! I would recommend throwing
this under the Ideas tab so other users w...
Hi @jcopley! Have you tried using the "Office Activities Report?" This
report shows a list of various activities performed by your office staff
to help maximize the efficiency of office staff and provide oversight
when working remotely