Data Importing
Will Jobber ever support importing data from older CRMs, like ServiceCEO, so we can transfer over the data we’ve collected for the past ten years and have all our information in one system? This woul...
Forum Discussion
While importing in bulk is very helpful, I would love to see the option to bulk archive clients.
When I connected my Quickbooks account, it imported way more contacts that turned into Leads. I need to clean up Quickbooks (another issue) but bulk editing would be very nice to have.