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Exporting Contacts | Sorting Contacts

  • 25 October 2023
  • 2 replies
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JohnW
Userlevel 4
Badge +5

Challenge:  We have imported a list of TMS customers.  Unfortunately, some of those customers did not have domains.  Having a domain associated with a customer is obviously vital to utilize Tagging & Rules in Front.  We want to be able to easily Sort & Export contacts, based on the data in a given field (domain) in Front.  This functionality would be extremely helpful as we work towards Front being a ‘Single Source of Truth’ and fully useable for our use case.

Question:  How do we Sort and Export contacts easily (non-API) from Front?  Note:  This is a feature found in other CMS products we’ve evaluated.  Export options should include CSV & Excel

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Best answer by Luke 26 October 2023, 11:17

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Together We Can Do More!

2 replies

JohnW
Userlevel 4
Badge +5

CLARIFICATION:  We would like the same Export capability for Accounts as exists for Shared Contacts.

Together We Can Do More!
Luke
Userlevel 2
Badge +2

Hi John 😊

 

For the Sorting and Filtering part of your request, there is an Idea in our Portal that you can add your vote on here: 

 

For the exporting section, there is also an Idea for that here: 

 

Currently, there isn’t a way to export accounts from within the app, but our Support team can run an export for you. Please don’t hesitate to reach out to us to request as export 🙏

 

Cheers,

Luke

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