Custom Report for both Contacts AND Jobs
I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs. Then I have to figure out how to merge the two files into one.
9
votes
Erica Carmona
shared this idea
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Gretchen Entzenberger
commented
Yes, putting all of the contact info in one cell when pulling a job report is dumb. We use job reports to pull dead leads but I want to be able to add separate columns for phone numbers and emails, not have to go through the report and delete info or create custom formulas to data mine the information.