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
Comments
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:
Hope that helps!
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