How to print a filtered list

There are three options to print a filtered list: 

  1. Export a filtered list and print the spreadsheet.
  2. Use the Google Sheet Add-on to print a filtered spreadsheet
  3. Export all contacts, filter them separately in a spreadsheet, and then print

Let's look at each of these options. For all three, let's say we want to filter for a contact type called 'Client List.' 

Option One:

1. Sign into your Copper account, and click 'People' from the left-hand menu.

2. Filter this list based on your desired criteria, such as Contact Type or a tag.

3. Select all records in the page by clicking the top left checkbox.

4. Click the three little dots, and choose 'Export List':

export from list view.png​ 

5. The filtered list will export into your Gmail. You can print from there.

Option Two

1. Go to your people records:

2. Filter this list based on your desired criteria, such as Contact Type or a tag.

3. Once the list is filtered, click the 'Save Filter Set' button.​

4. Download our Google Sheets Add-on

5. Select 'People,' then choose the filter you saved:

6. Print the spreadsheet: 

Print3.png

Option 3: 

1. Sign into your Copper account, and click 'Settings from the left-hand menu.

2. In the 'Data Management' section of the settings page, click 'Export Data'

Export people.png

3. Sign into your email account, and wait a couple minutes for the file to show up.

4. You can also open your spreadsheet in Google Sheets by downloading our Google Sheets Add-on. 

 

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