trying to do a simple export that shows account name, contact name and email?

Question

nelp appreciated, trying to do an export for a mailing for the first time.  Just want to see the account associated with the contact name and the contact names email address but can't seem to get these three fields to export togather? Thanks

Scott Harper · Answer

You should create a new report with type Institutions and Contacts then select the Contacts & Institutions option, this will allow you to pick the Account name and contact name and either the Account and or Contact address information.

Then export the data from the report to excel

Hope this helps

trying to do a simple export that shows account name, contact name and email?

Data Management

Verwandte Lerninhalte

Weitere Hilfe