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Do you have Microsoft Access installed on your computer?
Is there a way to upload my clients from YIO to another CMS program?
If you have the ability to export to a .CSV, which we think YIO does, then that will help you import into another system.
You'll need to see what the export file includes as far as data.
Enter my plug for Radius. These guys are improving this constantly.
I'll second the plug for Radius. I've been using it for a while and might be implementing it agency-wide for a group of agents. There are certainly things that need to be improved (color scheme anyone?) but it is a solid system.
There are certainly things that need to be improved (color scheme anyone?) but it is a solid system.
No, I don't. What is Microsoft Access?
It's a microsoft database program.
Do you know if it will let you export it in .csv?
Does anyone know if you can expoert your client list in .csv?