Filter contacts by contact type and be able to export / mail to custom contact list

  • 3 February 2022
  • 2 replies

Userlevel 2
Badge +3

I would like to be able to generate a list of a specific contact type, for example, a listing of all individual clients with their email addresses that I can then put in to a program like mailchimp so I can email to a specific group of client.

Or generate a list of all the lawyers we deal with so we can send them something customized. 


2 replies

Userlevel 2
Badge +3



Still being able to send an email to a client list like to all Trusts would be great.

I have just added a similar request about being able to send an email to all clients in a client group. Had to export the list and group the emails in one cell using TEXTJOIN and email in outlook using Bcc