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Export Filtered Contacts
Hello,
I think there should be an option to export and print filtered contact lists, like we can in Tasks - I almost never need to export and print a complete list of all my clients, but almost daily that I need to print specific lists for my employees. Because of this, I'm still using an old task manager in addition to Canopy to filter different to do lists and due dates.
Categories
- 47 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 327 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 41 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 40 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
Any updates on this becoming a feature? Really need this option!
by: creation date; Tags, contact owner; business type; industry
We should be able to export all data in any way. I'm really pissed that we can't download inactive contacts (leads). I keep a phone directory, email directory, billing directory, and I need them all up-to-date.