This guide provides step-by-step instructions on how to create and export a new list from a domain. It covers the process of applying filters, customizing filters, selecting properties, configuring export settings, and downloading the exported file. By following this guide, users can efficiently create and export customized lists from their domain.
1.
- Go to the client's domain
- Click "Properties"
2.
- Click "List"
3.
- There are predetermined filters
4.
- Down below you can see the available properties after applying the selected filter
5.
- Click the filter icon to custom filters
6.
- Click here to create a new filter
7.
- Click the variable you want to apply to the new filter
8.
- In this example, the variable chosen was "Property ID greater than 0"
9.
- Click "Add condition" to insert more filters
10.
- You can choose the condition "And" which is more restrictive than the condition "Or"
11.
- Click "Save filters configuration"
12.
- Write down the new filter's name
- Click "Save"
13.
- Now select the filtering view of your preference
14.
- Select all the properties
15.
- Click under Actions, in the right side.
16.
- Click "Export"
17.
- Select Export Configuration
18.
- Click here to deploy the fields
19.
- Choose the fields you want to add or remove
20.
- Click "Save"
21.
- You can create a new configuration
22.
- Write down a name for the new configuration
23.
- Select the columns
24.
- Click "Save"
25.
- Go back to "Export property"
26.
- Select a configuration
27.
- Click "All filtered properties"
28.
- Choose between a CSV or an Excel file
29.
- Click "Options for numbers" to edit Phone number characteristics
30.
- Select the phone types
31.
- Click under Columns and then "Phone type" to save the changes
32.
- Click "Export".
- You will receive an email notification once is completed.
33.
- Click "Export property"
34.
- Click "Export history"
35.
- Click "Download"
