How do I export a CSV file listing my Clients' information?
To export Client information, navigate to People > Clients and apply the necessary filters. You can refine your export by specifying parameters such as address, town, creation date, status, and more. Additionally, Clients can be filtered based on their assigned Client Managers or Affiliates, ensuring you get precisely the data you need.
You can also filter Clients based on any Labels applied to them.
How have the columns changed on the Clients export?
Old Headings | New Headings |
ID | ID |
First name | First Name |
Last name | Last Name |
Date Created | Date Created |
Status | Status |
Mobile Number | Mobile Number |
Telephone Number | Telephone Number |
Street Address | Street Address |
Zipcode/Postcode | Zipcode/Postcode |
Town | Town |
Country | Country |
Labels (Moved) |
|
Date of Birth (Switched) | Gender |
Gender (Switched) | Date of Birth |
Additional Information | Additional Information |
| Label 1 |
| Label 2 |
| Label 3....so on (New fields) |