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 ( ) 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 ( ) or email ( ) 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.