We are using 'Constant Contact' as a marketing tool and wondered if there was a way to upload/export email addresses collected on Orez with our quotes or bookings. Right now we add them manually to a spreadsheet and send them from there, but cutting out that middle step would be very helpful - and you have the most up-to-date info stored on your system.
You can export any master grid (quotes, bookings, inquires, etc.) to Excel or CSV using the export button at the top right of the screen. When exporting, we add several extra columns that aren't on the grid, like email address, phone, inquiry source, etc. Filter the grid to show all, then click export, and that should give you a spreadsheet with all of the data you need.
We don't have a specific export for Constant Contact, but you should be able to pull the email and name columns from the normal export and make something that Constant Contact can handle.
Thank you, Chris. We'll give this a try! Will definitely save us some extra work.