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
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.
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?