A. ADVANCED SEARCH AND SMART GROUP
1. On the main page, click Advanced Search button.
2. You can use Advanced search for your contacts based on your custom fields, status fields, transactions, activity logs, cases and household members. You filter contacts based on 2 or more parameters at the same time.
3. You can save your Advanced Search as a Smart Group. When you save a smart group, you can recall the advanced search as a Group in Akubo. Access the group in View All Contacts -> Groups section.
For over 10 years, Akubo has grown from a simple CRM provider to a full-service “kubo” that makes data management easier.