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Release 1.0.4 (27.08.2024)
Features: WICRM-295 - Add multisearch for Employees module Now the employee search has become more convenient by adding new search fields. Search by email and name fields WICRM-289 - Reimplementation of Wallets Changed the approach of displaying ...
8. How to Import Clients
The Import feature simplifies the process of adding or updating large volumes of client data. By uploading a properly formatted CSV file, users can seamlessly onboard new clients or update existing records. The system supports default values for missing fields...
9. How to Export Clients
The Export feature offers a simple and efficient way to manage and retrieve large volumes of client data. With just a few clicks, you can export client records in a CSV format for offline analysis, reporting, backups, or seamless data migration. The export fun...