Get a report of all the site addresses for a customer2018-10-04T11:35:32+00:00

Get a report of all the site addresses for a customer

We are constantly looking for ways to make your working life simpler. You can now view and get a report of all the site addresses (or jobs/ invoices/ notes) for a customer from the customers screen.

First, click on ( Okappy connections ) on the top right corner from the Dashboard, then View connections. Under the customer, click Site addresses.

You can now view a list of all the site addresses for this particular customer.

You can either export to excel directly by clicking ( Export to Excel with Okappy ) or email ( Send an email with Okappy ) the report to your customer.

No more wasting time searching, copying and pasting information from different places. With a few clicks, you can pull out the information you need within minutes.

More information about Okappy features can be found on the Help and Support site.

Get a report of all the site addresses for a customer