Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents
minLevel1
maxLevel1
  • Contacts

  • Events

  • Fields per Contact Form

  • Original import files

  • Surveys

  • Timesheets

Contacts

Tables of contacts

...

Contacts

You can download

  • Tables of contacts

  • Information about a single contact

Download tables of contacts

You can download your contacts. The contacts included in your download will be the contacts that match the criteria you have set using the Contact Filters.

Download the Overview table

...

What the spreadsheet will contain

The Overview table is the first page you arrive on within the Contacts App. It contains the default columns:

  • Full Name

  • Type of contact

  • Date joined organisation

  • User who added the contact to the organisation

  • Projects the contact is currently part of

  • Groups the contact is currently part of

  • Date the contact was most recently tagged in a story (interaction)

  • Date the contact was first tagged in a story (interaction)

Steps

  1. Select My Apps in the top menu

  2. Select Contacts

  3. You arrive in the Contacts App

  4. Select More Options

  5. Select Download as CSV

Download the Details table

What the spreadsheet will contain

...

  • You can export the content of each of the main tabs on the Contacts page by clicking the More Options and selecting Download as csv.

Download the Progress Trackers tab

  • You can export the content by clicking the More Options and selecting Download as csv.

Download a Custom Table

If you have created a Custom Table, you can download the contents of that table

  • You can export the content by clicking the More Options and selecting Download as csv.

...