Is there a way to download a list of inactive clients?

Question

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?

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Best answer by max 21 October 2021, 21:52

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max · Accepted Answer

Hi Diane!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.Export all contactsHighlight all data in the exported excel documentConvert to table:Make sure “My table has headers” is checked:Now you have filters:Select your client type from there:Does that help at all?