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Learn how to manage your data in the system.
Admin users can export the full list of clients and their details on , pricelists and user profiles and all related details in variours formats.
Table of Contents maxLevel 3 minLevel 3
Client Portfolio:
Full export of client profiles in XML.
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Use the print button and make the choice of your columns
User portfolios
Admin users can export all user profile details in Excel, XML or JSON format.
These details include all user related information other than their service portfolio qualifications.
| Warning |
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The Service Portfolio for client users (Master company or any other client company) can't be exported. |