Basic Search

SMMware offers a Basic Search feature which looks through the name fields of Clients, Organizations, Contacts, and Associates for matches. It is located at the top of the page, consisting of the standard text box and “Go” button. The search results are grouped by the area a given result came from (Clients, Organizations, Contacts, or…

Export to CSV

SMMware allows you to export data to a CSV file (comma separated variable) from the Client Manager, the Organization Manager, the Contact Manager, and the Associate Manager. Any filters you apply to the listing will also apply to the export. In each of the above cases, the filter section has an “Export to CSV” button.…