Accounting Ideas

 

Merged idea

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Export contacts in import template Merged

I would like the ability to export the contact records out to the import template, this will allow an easy swap over when businesses change status i.e sole trader to Ltd and need to setup a new company, instead of pulling csv files out which do not hold all the relevant information, therefore slowing the process down.

(ideally to be able to export everything out of a contact record toggled in the configure wheel if not able to have a pre built export template)

  • Guest
  • Jun 16 2020
  • One For The Future