How do I view Customers by Directory?

Updated on May 14, 2020 07:42AM by Admin

  • Log into your Apptivo account and navigate to the Customers App. The View By Directory option is available in the left pane.
  • Here, the letters are displayed in alphabetical order.
Customers App

  • Select any alphabetic letter and the subsequent records will be pulled out in the right pane.
  • For example: On selecting A, customers whose name starts with A will be listed.
View Directory

  • You can multi-select the records and make use of the Bulk Actions feature to perform a single action in multiple records at a time.
Bulk Actions

  • Using Bulk Actions, you can update, remove values, send an email, export, and delete multiple customers at a stretch.

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