Troubleshooting Exporting a List of Active Client Contacts

Issue:

You may encounter difficulties when trying to export a list of active client contacts, particularly when they want to include billing contact emails.

Key points:

• The export functionality for client contacts can be accessed via DE 2.0.
• If your organization uses custom templates for exports, please ensure they are correctly configured.

Solution:

To successfully export a list of active client contacts, follow these steps:

1. Start with client explore

• In the export settings, begin by selecting the Client Explore.

2. Select fields

• For client identification, choose either Client ID or Full Name under the Client Form Context Field.
• For contact details, utilize the Form Context Fields, noting that the First Name and Last Name are separate dimensions.

3. Verify custom templates (if applicable)

If you are using custom templates, ensure they are correctly set up.

• Navigate to Settings > All Settings > Custom Templates.
• Verify that the template includes all the necessary fields for client contacts, such as billing contact emails.