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Export from Person

  • August 24, 2020
  • 6 replies
  • 155 views

cnichols
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Hi, 

We have a number of our users which are asking for the ability to export all contacts within the Person section of their C360 view, however I have not found any means to do an export here. 

Am I missing something or do we need to present a contacts report to our end users to work around this? 

6 replies

jean.nairon
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  • Expert ⭐️
  • August 24, 2020

That’s correct Cody. I’m not aware of any way to export the related lists on C360s. If they have access to the report or a dashboard, they can export the list from there. Not ideal but it would work. 


cnichols
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  • Author
  • Helper ⭐️
  • August 24, 2020

Thanks @jean.nairon

We took our original approach and removed the contacts from the C360 to only present the person so they can add / edit the contacts in GS. This is part of a bigger strategy to sync to SFDC that we are still in discussion on. 

 


jean.nairon
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  • Expert ⭐️
  • August 24, 2020

Perfect. Good luck on building out your solution!


jean.nairon
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  • Expert ⭐️
  • August 29, 2020

@sai_ram - can this question be updated to a product idea? Thank you!


sai_ram
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  • Expert ⭐️⭐️
  • August 30, 2020

@sai_ram - can this question be updated to a product idea? Thank you!

@jean.nairon Thanks!! Updated.


jean.nairon
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  • Expert ⭐️
  • August 30, 2020

Thank you @sai_ram !!