Creating a filter to export my organisation names, addresses into a CSV into do create a mail merge.
Hello everyone, I am new to Insightly so please forgive my lack of knowledge.
My aim is to capture all of my organisation names and addresses in a specific filter to allow me to do a mail merge in Microsoft Word or Excel.
Initially I did a general export of organisational data including notes fields but the resulting CSV had a lot of redundant data and was very messy.
By looking at the "Create New Filter" option" I thought it might be better to create a filter with the address fields such as Organization Name, Work Address etc. and then export the results to a CSV and use it as an input into Excel or Word.
Am I on the right track and can someone suggest some relevant documents to undertake this.
Many thanks Geoff Mullins
on behalf of the Australian Addison's Disease Association.