2021-4Q: [CRM] Cronjob – Export Customer Spreadsheet
It is now possible to automatically export the customer spreadsheet.
For security reasons a link will be sent to the specified email address/es. The user is required to be logged into SIMPLer and the file will automatically download when clicking on the link.
To make use of this feature:
=> Settings
=> Cronjobs
=> Add Blank Row and select “Export Customers” from the dropdown. Select when the cronjob should run and enter the email recipient/s
=> Update Cronjobs
Fig 1: Cronjob - Export Customer Spreadsheet
Published Date: 25-November-2021
Engineer: PD
Contact Azotel Support:
Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.