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

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>convesration 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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