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Contact Export

provide all contacts info to be able to print all contacts on one page to print
add the ability to alphabetize by last name

Guest
Jun 8 2020
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LionDesk CRM V2

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Steven Lopez commented

9 Aug 09:15pm

Hello Lions,
You can now export a list of contacts and choose how much information to include in the export file. Click on the link below to learn how!
https://updates.liondesk.com/en/new-enhancement-export-contact-lists

As for sorting by the last name, you can! Make sure to include the last name in the contact dashboard. I added a help article below that will show you how!
https://liondeskv2.zendesk.com/hc/en-us/articles/360042108252-How-to-Customize-Contact-Dashboard

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Adding more bulk actions and fields for import/ export. Merged

I was disappointed to see in V2 that I was not able to export a filtered set of contacts and could only export the whole database at once. Also the fields "Create Date" and "Notes" and "Contact Type" was not available for import. With a broker a...

Created 27 Feb 02:39am by Guest

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