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Working with Generic Reports

Export / Print Functions

Enable / disable export / print function

It is possible to disable export / print functions from Reporting. You can change these options in User Settings (Options & Tools > Users). In advanced options, check / uncheck the option to Export / print.


Export / Mass changes on Clients

Mass folder responsible user change / Mass function

The mas changes are being done in section Report, where you will choose in tree structure Leads Management / Leads by Source. By double click, you will open the window, with your all clients.


*) if you have only one-row use function Expand

Then choose by highlight two or more clients, where you need to make a change. For change use function Mass folder responsible user change.


In a new open window, you can choose User ( user to replace ) and Replace with ( new responsible user).