Contact Report - Custom Feilds

Max Classic
1

I need to generate a report for my client on a custom field in the contact records. I did a search and put the information I needed. However, it was not in a format I could easily send to my client. I then clicked “Export”, unchecked the fields I didn’t need and downloaded it in a CSV file. Upon opening, there were no records there, just the titles of the fields.

Cindy

2

I think I may know what happened. Before you hit Export, did you select any or all contacts? By default, no contacts are selected. If you happen to export and 0 contacts are selected, then you would only see column names on the export.