1. Admin Users or Key Account Holders have the ability to print a list of contacts from the Contacts screen and export out contacts into a .CSV Excel file.
2. The information provided in print view will contain only the Contacts Name, Organisation, Telephone Number and Email Address and will be pulled out in a pdf format.
3. Please note that the Name column will include both the First Name and Last Name of a contact and combine these together instead of separate columns.
4. If there is no Contact Name but their is a Company Name this will be shown under both Name and Organization columns.
5. Please note that the Print view pulls out the first phone number that has been entered for a contact - this could be a landline or mobile number.
6. Exporting contacts will pull everything (apart from the History section) out into a .CSV Excel File and will also provide you with the following column headings:
7. Exported data can be sorted using the Excel sort filters for further data analysis.
2. The information provided in print view will contain only the Contacts Name, Organisation, Telephone Number and Email Address and will be pulled out in a pdf format.
3. Please note that the Name column will include both the First Name and Last Name of a contact and combine these together instead of separate columns.
4. If there is no Contact Name but their is a Company Name this will be shown under both Name and Organization columns.
5. Please note that the Print view pulls out the first phone number that has been entered for a contact - this could be a landline or mobile number.
6. Exporting contacts will pull everything (apart from the History section) out into a .CSV Excel File and will also provide you with the following column headings:
- Unique Client ID Number
- First Name
- Last Name
- Company
- Business Address/Home Address
- Contact Numbers/Email Addresses
- Custom Field information
- Tags (shown under the Categories column heading)
- Notes.
7. Exported data can be sorted using the Excel sort filters for further data analysis.