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Info

To view a custom table of Contacts, either you need to

  • either create a Custom View first

  • or one of your colleagues needs to create a Custom View with the owner set as the Organisation so that you can access it

Steps

  1. Select My Apps in the top menu

  2. Select Contacts

  3. You arrive on the Overview tab

  4. Select

  5. Open the Select a table dropdown list which is on the right side at the top of the table

  6. Choose the

...

  1. custom table you want to

...

  1. see

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  2. A dropdown list of Custom Tables appears

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  3. The page updates to display the columns for the Custom Table you have chosen

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  4. To filter which rows of contacts are shown on the Custom Table, pres Filter Contacts

  5. To download the Custom Table as a CSV file:

    1. Select More Options

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    2. A dropdown menu appears

    3. Select Download as CSV

    4. Depending on the size of the download, the file will appear immediately or you'll be sent an email when the file is ready to be downloaded. That email will contain a link to your My Downloads page. On that page you will be able to download the file

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