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Exporting Customers and Leads

Last post 02-11-2015 4:20 PM by Method_Justin. 1 replies.
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  • 02-11-2015 12:40 PM

    Exporting Customers and Leads

    Reply Contact

    Is there a way to export customers or leads based on the date they are entered into the program? I know it comes up as one of the values to be exported when you export the entire list but is there a way to narrow it down before exporting to avoid having to do double work once it's exported?

  • 02-11-2015 4:20 PM In reply to

    Re: Exporting Customers and Leads

    Answer
    Reply Contact

    Hi TracTechSystems,

    You can do this by filtering the export with a script. We have a Help Center article that explains how to do this here. It uses some other date fields in one of its examples.

    Hope this helps!

    - Justin 

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
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