Searching client lists and exporting data
You may wish to search or filter specific variables on your client to create lists such as:
Clients in a specific category
Clients owned by a specific adviser
Clients with a specific holding
Within Contacts, use the Advanced search filter to choose specific variables.
You can choose different fields available in the CRM to narrow down your search, such as Owner, Categories.
To save this search filter, select Save as New
Once the search has been completed, you'll have a list of contacts that match the variable. A list can then be exported using the export icon.
