Phone number export separated by category
I would love the Pipedrive developer of the category (work, mobile, private) phone number feature completes his work and allows the Pipedrive standard export to export in separate fields by category. Actual you have all phone numbers in one field merged and makes it close to useless.
Idea from support to create custom fields for phone numbers, indeed a workaround but I prefer developers finish his work.
Comments
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When you export the data from Pipedrive with Phone numbers, Pipedrive also exports the 'category' of the phone number. You can create a cross tab with this data.
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@Michael Roedeske the suggestion from Amit works but nonetheless I've noted down your feedback for our team, thanks for passing it along!
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@Amit Sarda I dont catch it, where you run an export with the category? For me its not in contacts - Export nor on data export - contacts. You can help out?
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Michael Roedeske said:
@Amit Sarda I dont catch it, where you run an export with the category? For me its not in contacts - Export nor on data export - contacts. You can help out?
You can book a slot here: https://calendly.com/amitgsarda/consultation
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Michael Roedeske said:
@Amit Sarda I dont catch it, where you run an export with the category? For me its not in contacts - Export nor on data export - contacts. You can help out?
And what is the value I get when I book a payable slot as you propose?
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Michael Roedeske said:
@Amit Sarda I dont catch it, where you run an export with the category? For me its not in contacts - Export nor on data export - contacts. You can help out?
Answer to your question.
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Michael Roedeske said:
@Amit Sarda I dont catch it, where you run an export with the category? For me its not in contacts - Export nor on data export - contacts. You can help out?
On second thoughts, please don't book a call. Thanks!
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Mike van der Valk said:
@Michael Roedeske the suggestion from Amit works but nonetheless I've noted down your feedback for our team, thanks for passing it along!
Dear @Mike van der Valk can you please bring more light, from what export Amit is talking?
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Mike van der Valk said:
@Michael Roedeske the suggestion from Amit works but nonetheless I've noted down your feedback for our team, thanks for passing it along!
@Michael Roedeske my apologies, I just tested the regular export and indeed the phone nr label doesn't come over to excel (somehow I remembered it did, sorry!) 😐
The best suggestion would indeed still be the workaround support gave you, but I've passed along your suggestion!
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Same story for import. If you migrate from a previous system and if you have categories for let's say phone numbers, then you have no choices to map those with pipedrive phone categories....very frustrating!
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