Import and export of personal data
This section will cover how to transfer personal data to GEST using a CSV file and how to export existing data from the system. You will learn how to import multiple people at once from a ready-made table, as well as export data for further use, for example filtered by status, tags or products. It will also cover the correct file formats and settings that ensure that the data transfer is successful.
Personnel management
The information collected through the form is managed on the person group homepage. This section will walk you through how you can handle personal data, utilize statuses and tags, send emails and text messages, and target products to individuals or larger groups.