Search

2018/04/24

How do I save custom reports?

Recommended method: Simple Links
You can create custom reports and store them as Simple Links.

Full explanation on: http://www.simple-crm-support.com/2017/08/simple-links-creation-de-liens-et-de.html


Alternative but less effective method: Chrome and Gmail account
If you modify pre-configured reports, or if you create your own reports and want to keep them, just save the results page in FAVORITE from the web browser CHROME, web browser associated with an email address GMAIL.

Indeed, your favourites will be saved in your GMAIL address. So, if you change computer, you just have to identify yourself on this new computer in Chrome, via your GMAIL address, to find all your custom reports.

No comments:

Post a Comment

We will usually reply within 04 – 24 hours (but Saturday and Sunday)