Customised Data Export Template for One User


There is a an option to set up the data export template which is customised specifically to a user(s) needs/security access. 


This is ideal for Sales teams where they have set up their own custom field headings etc and want to simply pull out this information from the data export and not the entire data template.  


The example shows below a trimmed down version of the data that is exported out. 



Another data export template is shown below, which shows an example export template set up whereby the user can see column headings that are relevant to them such as contact details, the tag 'new-lead' and custom field information to track enquiry dates, how the new-lead heard about their company and budgets available.

 

 

If this is of interest to you please let us know what the user requires to see on the export file so that we can set this up. 


Please let us know if you would like this set up and which user(s) you would like this applied to with the details of the column heading you would like them to see. 

 

Cost to set this up:


To set this up for a user is a one off cost of £50 + VAT.


Please contact our Support Helpdesk to find out more.