Hi!
I have Accounts categorized by Industry. I can filter accounts by industry but how do i exports the accounts with contacts?
TIA!
Hi!
I have Accounts categorized by Industry. I can filter accounts by industry but how do i exports the accounts with contacts?
TIA!
What do you mean “export the accounts with contacts”?
Is it ok to export the Accounts, and then export the Contacts to a different list (but with a field to link both)?
You can try having a look at Reports module to do what you need.
Thanks so much pgr. Reports module answered what I am looking for!