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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1 comment

Date Votes

Alejandro A
April 26, 2018 20:53
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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