HomeProduct UpdatesFeature Update: Improved Export Client List Options ✨

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Feature Update: Improved Export Client List Options ✨

February 19, 2024 1 Min Read

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✨ Here’s what’s new. 👀 Get started with these simple steps.

Table of contents

What's New from Pricyr? New & Improved Ways to Export Client List

We’ve been hard at work developing more ways for you to export your Clients and Activities on Privyr. Now, these features are ready and available for you to use! 🎉

When exporting your Client List, you will have full flexibility to download and manage your data as you see fit.

Here's the Export Client List options available now on Privyr.

✨ Here’s what’s new.

You now have all these additional options when you want to Export Client List:

Export by a custom date range or since your last export.
Export your Client List & Activities by Team Member.
Export by Client Group.
Send the export to additional recipients.

👀 Get started with these simple steps.

Ready to export? It’s quick and easy to find your new options! 🪄✨

Go to your Integrations tab
- On the Privyr mobile app, this is under your Account settings > Integrations
- On the desktop web version, this is your Integrations tab
Click Import/Export Clients, then Export Client List.

Select the export options you wish you use, then click REQUEST EXPORT.

EXPORT MY CLIENT LIST

We hope you enjoy this upgraded feature! 🎉

We always welcome your questions and feedback. Feel free to write to us at support@privyr.com.

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Author Kylee McIntyre

Kylee became a writer out of unbridled curiosity for the world. Forever fascinated with the exchange between people and technology, she will talk your ear off about science and science fiction.