How to use reports to find and print all conversations had with users

Modified on Tue, 26 Mar 2024 at 11:34 AM

To create and print a report to show all conversations relating to a particular tenancy regardless of where the conversation was initiated from  (tenancy, task, etc).  


 Step 1 Go to reports>other reports>conversation report


 

 Choose the account and run in enhanced


    


Step 2 Search on the tenancy number and set the date range All conversations will show. Hit the + button to show. From here save as PDF or CSV  

   

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