Are you using an iPad to work in the Management Portal?
When using an iPad to view and work in the Management Portal you have full functionality of the software, with a couple of minor difference:
1) The drag and drop feature used in the Materials section, Financing section and Final Notes section is not available when using an iPad. the drag and drop feature is only functional when working in your desktop browser.
2) To use the export function in the portal, you will need to have a worksheet app installed on your iPad (i.e. Numbers or Excel) Numbers is available for free for newer iPads in the app store.
Follow these steps to use the export feature on your iPad:
a) Tap the Green Export .csv button in the Management Portal. If you are working in Sales Management Tools tap the blue Export button.
b) The software will open up the .CSV file
c) To view the worksheet in Excel or Numbers - tap the document forward button in the top right corner. Select the desired program to "Copy" the csv. The iPad will automatically open the worksheet in the selected program.
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