Basic contact information columns
Analysis & financial columns
A powerful tool for cleaning up your contact database. It expands upon a standard contact export with additional data points to help you determine which contacts are active customers. Use this tool to identify contact records with missing information, resolve duplicates, and remove old customer records out of your system.
Clean up your contact database in Flex
Identify inactive clients for removal
Easily see missing information
Features:
Lists all contacts in your Flex system
Shows most important information in an easy-to-read format
Analysis columns to identify duplicates and inactive clients
Column to identify Delinquent Customers
Helpful tool for cleaning out duplicate or obsolete contacts