Xero HQ | Clients - Export contact group
Contacts grouping - When exporting clients to a CSV file, being able to see which clients are allocated to which group, I've assigned a group (there's about 8 different groups in total) to 2/3 of my 1500 client list, but now have to sift through 1 by 1 allocate a group to the remaining clients.
Steve Reichelt
shared this idea
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Sam Cuttell
commented
Totally agree I have just over 1000 clients in 12 groups and some have not been assigned to groups and I cannot find out which ones they are without going through them one by one
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Rhonda Messercola
commented
This whole thing is currently terrible. I want every contact in a group, but it's impossible to see which ones are not in a group. I created a SmartList to try get all the contacts not in a group but it is not giving me all of them.
I need to send out bulk emails to groups but will no doubt miss some contacts off the email now unless I am willing to go through them all one-by-one. Yes the group showing on the export would be good to help manage this.