Data Exporting
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. ...
Tue, 1 Dec, 2020 at 3:39 AM
No, exporting data is just taking a copy of the contacts database so your contacts are not removed they will still be in the system.
Tue, 1 Dec, 2020 at 3:39 AM
Yes this is possible - contact our support team for a quote to set this up in your account.t Please note at present if you search for contacts by postco...
Tue, 1 Dec, 2020 at 3:39 AM
This is because the information inside the spreadsheet was not over-written with new data - instead if was deleted. So when re-imported into the system it ...
Tue, 1 Dec, 2020 at 3:40 AM
We can pull the data out simply in an XML format that can be opened in Excel. There will be a cost to do this (depending on how many contacts). This ...
Tue, 1 Dec, 2020 at 3:40 AM
Yes you can export out your whole contacts database if you decide to cancel. Please follow the steps below to do the export: 1. To export data click on...
Tue, 1 Dec, 2020 at 3:41 AM
If you decide to cancel your CRM account and wish to export out the data you can do this via csv format. Please note: this will only export out contac...
Tue, 1 Dec, 2020 at 3:42 AM
Yes. If there is a tag restriction applied to a CRM user, so for instance that they can only see contacts tagged with their tag name, i.e. 'sam' th...
Thu, 13 May, 2021 at 9:34 PM