12d • General discussion
An idea
Just wondering if there’s currently a way, or if this could be added one day, to pull through the date of work orders, invoices, or job completion when importing contacts?
A common scenario for us is clients uploading their full database, and when review requests start sending, it begins with contacts from a year ago. While those are still valuable, we’d much prefer to prioritise recent clients first, then work back through older ones.
Having the ability to import and sort based on a date field would make a big difference in how effectively we can manage outreach :)
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2 comments
An idea
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