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Manage Customers, Contacts, and Locations

Overview

Managing your customer information can be accomplished in different ways, and in different areas of the system.

  • Reviewing your customers, contacts and locations lists and records
  • Creating a CSV for customers, contacts and locations
  • Requesting export files for customers, contacts and locations
  • Reports pertaining the customer area of FieldAware

Select this link for additional ways to manage your Customers, Contacts, and Locations