Download CSV
complete
Brad Turner
complete
As of this morning, contact exports now include the contact's address, birthdate, and a list of their tags!
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Many Prawn
Brad Turner yipeeeeee!!!
Jade Pathe
in progress
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Many Prawn
Jade Pathe amazing news and very helpful for us to use with marketing platforms!
Canny AI
Merged in a post:
Download Traveler List
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Sheer Ant
Hello. I would like my contact list in an Excel file (only those with mailing addresses). Can you assist?
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Papaya Macaw
they will do this if you ask.
Canny AI
Merged in a post:
Download client addresses in bulk
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Supposed Eagle
I need to be able to download all my client addresses to easily be able to mail holiday cards. I was surprised that exporting addresses is not a feature in a CRM
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Funny Crocodile
This is a new CRM so it's still in development. I'm confident more exporting capabilities will be there in the future. The Tern team does amazing work. I think they are trying to prioritize features that are crucial to running your day-to-day work.
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Jacinth Perch
Funny Crocodile I think they do amazing work as well. This is an ask that I came here to request as well Supposed Eagle. I think it's very important for my business to be able to export this information.
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Official Dragonfly
I agree with @ Moonstone Wildfowl, we need to be able to pull reports for SO many tasks that aren't trip driven. That is what a basic CRM should allow...FUNCTION over Form!
Canny AI
Merged in a post:
Reports: e.g. Birthday data pull for mailing actual birthday cards
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Moonstone Wildfowl
I am needing to pull reports outside client trips for overall operational needs based on client data.
Can you build a space on the reporting tab where we can pull data from our client data base for non-client trip related tasks. These are operational tasks and reports falling outside any client trip? Sometimes we need to mail things to our clients (particularly true at the holidays) or want to do some kind of quirky thing where we need to pull a list from our data. it doesn't need to be fancy just a basic .csv we can open in excel to manipulate further.
For example, I'm old school and still send physical birthday cards. While it's nice to have the automated task pop-up it's not useful for me. I just need a list of the birthdays for the next month. Right now I have to go to my task list and see who'd on it, open them up and get the address and then note the birthdate so I am mailing it at the right time. When there are 25 clients with birthdays this becomes an hour long project where with a list ai can quite literally knock it out in 20-30 minutes.
I just need a report where I can set the parameteres for the results.
LIST=#birthdate (year/mo/dy-year/mo/dy) + #primaryaddress +#Client prefered name
This would be super slick and means I don't need to go into tasks and also check complete on all these birthday tasks
Thanks for building such a great product.