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Exporting Contacts within Organizations

Hi,

 

All of my contacts are under 1 of 3 organizations (clients, professionals, and other). How do I export all the contacts for only one of the organizations? The only option I see for exporting is to export the organizations themselves, but not the contacts within them.

 

Please help! Thanks

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  • Hello Ross,

    I suggest using Insightly's Advanced reporting which will allow you to create a report for Contacts linked to a specific Organization. Which you can then run the report and export it. 

    Here are the steps:

    1. Select Reports
    2. Contact Report
    3. Add a filter 
    4. Filter by "Organization"
    5. The value should be the Organization name 

    Hope that helps! 

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