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Articles in this section

  • Exports Index Page
  • Export Banking/Tax Information
  • Export by Investment: All Entities Export
  • Communication Export (CRM)
  • Activity Log Export
  • Wire Transfer Data Export
  • Investor Portal Metrics Export
  • Loans Export

Communication Export (CRM)

Overview

Sponsors can export a contact’s communication records from the Export button located on the Communication tab of each profile in the CRM.

Screenshot 2023-11-02 175600.png

This export includes the following information:

  • Legal Name
  • Communication Type
  • Date
  • Title
  • Subject
  • Content
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Related articles

  • Exports Index Page
  • Activity Log Export
  • Export Banking/Tax Information
  • Export by Investment: All Entities Export
  • Investor Portal Configuration

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