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Exporting multiple contacts

New Member
Posts: 17
Country: Canada

Exporting multiple contacts

I receive, on a regular basis, a list of Contacts whose information (part of it) I must export to pass on to another system.  I have a similar need for creating Fax reminders from a similar list of Contacts.  Is there a simple way to do this?  Thanks

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting multiple contacts

Not sure what you're asking ...
You receive contacts (in what format)?
Then you want to export parts (what parts, to what type of system)?
What sort of fax reminders?
New Member
Posts: 17
Country: Canada

Re: Exporting multiple contacts

I would like to select a subset of contacts (for example, all those with black hair) and from that subset, export those found on an external list (for example Joe, Harry, Mary, Steve). In other words can I somehow present that list to ACT without my having to search on each name individually? The list could be in any format that would work, e.g. Excel, text, etc.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting multiple contacts

Do you want the same subset regularly or different each time?

Do you have a field that shows if a contact has black hair (or any other search you want)?
New Member
Posts: 17
Country: Canada

Re: Exporting multiple contacts

Same subset. We have exporters and brokers; we only want exporters.  We have a Type field for that.

 

Each exporter has an  ID.  That is what would be on our list. 

 

Unfortunately in some cases brokers were assigned an ID that is also carried by an exporter.  That's why that initial subsetting

Thanks

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting multiple contacts

Create a Group with Dynamic Membership for the records you want.

Then, select the Group, View Contact List and Export to Excel
New Member
Posts: 17
Country: Canada

Re: Exporting multiple contacts

Will try.  Thanks