Contacts Page Organization
Quote from Karen Hewitt on November 21, 2024, 2:28 pmI have a lot of contacts in Reportworq, would it be possible to one day be able to organize these contacts into folders in a similar way we do to jobs? That way I can keep all my RVP contacts together, all the MP contacts together, etc.
I have a lot of contacts in Reportworq, would it be possible to one day be able to organize these contacts into folders in a similar way we do to jobs? That way I can keep all my RVP contacts together, all the MP contacts together, etc.
Quote from Matt Hopkins on November 21, 2024, 8:53 pmHi Karen,
This is a great idea and would make contacts much easier to manage. We’ve already added it to our backlog and we’ll make sure it gets considered for a future release.
For now, we do have the ability manage contacts externally in an Excel file which might help with bulk edits. On the contacts screen, there are Import and Export buttons to transfer the contact list out to Excel and bring back any updates.
Take a look at the following documentation for more info.
Manage ReportWORQ contacts externally
Thanks,
Matt
Hi Karen,
This is a great idea and would make contacts much easier to manage. We’ve already added it to our backlog and we’ll make sure it gets considered for a future release.
For now, we do have the ability manage contacts externally in an Excel file which might help with bulk edits. On the contacts screen, there are Import and Export buttons to transfer the contact list out to Excel and bring back any updates.
Take a look at the following documentation for more info.
Manage ReportWORQ contacts externally
Thanks,
Matt