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Ability to create a template of export fields and sequence

Dickson Tang TANG

Would be nice to have the ability to create a template, so that i can pre-set the field types and sequence i want when exporting to csv

For example, I want:

Company

First name

Last name

Phone 

Website

in the above sequence for example.

 

Thanks.

 

 

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Your export fields do automatically save already on a group by group basis.

So, if you have several different exports that you need regularly, just create several different groups. Do each export in a separate group and next time you go to export from that group, the fields will stay the same.

Landon Ray
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I second this request. I have several different combinations of fields and sequences I need to export and being able to save and quickly retrieve them would be a huge time saver.

CRM Safesteps 0 votes
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Thank you, Landon! That's great to know and very helpful

CRM Safesteps 0 votes
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