Flex5 Feature Requests - Contact Export

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John Kotynek

• September 15, 2020 19:18

Can you create more filter options in the CONTACT EXPORT dialog box? Currently the options are: Report Format; Paper Size; Page Orientation.

Can you add fields such as:

First Name

Last Name

Company

Resource

 

This way if I want an export of all contacts that are "clients", I can do that, and if I want to export all contacts under a certain "Company", I can do that.

 

Thanks!

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• Official comment

  

  Markus - Flex Staff

  • September 16, 2020 16:11

  John, looking at the comparable report of "Inventory Export" I think adding a filter for the resource type might be feasible but I think doing any additional filters would be better done through a completely new report.

  This report is exported as a CSV file so my practice is to kick it out and then to run any additional filters that I want in Excel or Google Sheets.  I would recommend trying this for now.  In the future, we may develop some additional reports that do more of what you are looking for.

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