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Export a subset of Contacts
Posted: 06 November 2008 11:16 AM   [ Ignore ]  
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Hello,

Given the current 5ed setup, it would be useful to be able to export only a subset of the Newforma Contacts from the Admin Console.  At present, it seems like one can only get the entire Contacts list/db exported.  If I could pick and choose in various ways (e.g. via filters, selects with the mouse, etc.) exactly which contacts to export, that would be very helpful.  For example, if you have to maintain some contacts manually (so no integrations to keep them fresh), then it would be nice to be able to dump out only a small group of contacts, make your changes en masse in Excel, and then fire them back into Newforma.

Thanks,
—Erik

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Posted: 06 November 2008 02:10 PM   [ Ignore ]   [ # 1 ]  
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Joined  2008-03-04

Hi Erik,

I will log this as a request.  In the mean time, the work around would be to do the filtering in exported template Excel file to filter then remove any records you don’t want to edit and then reimport those records.

Thank you for your input!

Marge

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