Does anyone know if there is a way to download a list of inactive clients? I can go to the contacts list and do the dropdown and choose only inactive clients to generate a list, but I can’t seem to download the list as only inactive. The only options I see are to download all clients, People or Organizations. I tried this feature and it contains all contact types even when I select only inactive. I really would like to generate and download separate lists like only inactive clients or only business clients. Any help would be appreciated?
Best answer by maxView original
I don’t see a quick way to export just the contacts on your screen, but what you can is export all, convert the data into a table and then filter the contact type.
Does that help at all?
Thanks Max. That works. I am still going to put in a feature request so you can filter the list and then just download what you need.