Hi how can I download list of contacts/clients which are not added to any of the client groups?Thanks
Userlevel 7
+19
- Sr. Karbon Community Guide
- 1128 replies
-
10 June 2022
Hi
I poked around and didn’t see an easy way to pull that information from the contacts screen. It may be available via Practice Intelligence, here:
You may also request the information from support through the chat or from your dedicated rep, if you subscribe that level of support.
If you’re technically inclined, you may be able to get the information from the API as well.
I don’t think that was as helpful as you were hoping, lol, but perhaps someone else has a good way to get that information.
Userlevel 6
+10
- Community Champion
- 151 replies
-
10 June 2022
Hi
I also added a Feature Request for this data field to be added to the new Bulk Contact export. You can upvote it here:
Hope this helps!
Kylene
Userlevel 1
Hi
I found a way through, I downloaded the client data report and applied Excel VLOOKUP to the client group tab, and it worked!!.
Thanks & Regards
Evan Smith
Userlevel 7
+19
- Sr. Karbon Community Guide
- 1128 replies
-
10 June 2022
So, I think I understand…
You started in the organizations and you created a column to do a VLOOKUP for the organization name in “Client Members” table. This will return a blank cell for every organization that isn’t a member of a client group. Repeat for the “People” tab, and now you have your full list of ungrouped contacts. Is that right?
Userlevel 1
Yes
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