Exporting your contacts

Export on the contacts list takes what you are looking at out as a spreadsheet — the filtered list, not the whole database. Filter first, then export.

The permission

Exporting needs Export CRM, which is held separately from the ordinary CRM permissions. That is deliberate: everything else in the CRM keeps data inside Gorilla Dash, and an export takes a copy of your customer list out of it.

If the button is not there, the role does not hold the permission. An administrator can add it to the role — worth doing consciously rather than by default.

Large exports

A big export is prepared in the background and emailed to you as a download link rather than downloading immediately. Nothing has gone wrong if the file does not appear at once.

Before you export

AN EXPORTED LIST HAS LEFT THE BUILDING

A spreadsheet of customers on a laptop is outside every access control you have — and in most countries it is personal data you remain responsible for. Export the narrowest list that does the job, and delete it when you are finished with it.

Better alternatives

Sharing a list with a colleague — use a shared saved view.
Reporting on activity — use the Activity Report.
Calling a set of people — build a call list.
A mail-out — use email marketing, which handles consent and unsubscribes properly.