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Status Acknowledged
Product IRIS KashFlow
Categories Customers
Created by Guest
Created on Apr 29, 2019

Data download for large follow up campaign

Hi there,

I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes. 

It would be good to be able to download customer's data who have quotes. That way automated followup could be done with an emailing software 

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