How to delete a report
Reports can be deleted from the report home, select the reports you want to delete and then click on the...
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Preparing your data for import
Before you can begin uploading your data into BuddyCRM, there are a few best practices to ensure that your CSV... -
Uploading Tags in Bulk
Tags are a flexible tool for segmenting and managing your data within BuddyCRM, both at Company and Contact level. There... -
CSV lookup fields
BuddyCRM provides the ability to pull data from an external CSV file into the Trading Profile of an account. This... -
URL Fields
Web URLs power the modern internet: be it links off to websites, Google Drive or SharePoint documents, transactional pages or...