Exporting List of Accounts Structure
When looking at the list of our current accounts and structure, we do not have an option to export into excel. I had to copy it on the website and save it in excel manually and adjust the columns. It would be easier to just be able to automatically export the file both ways.
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. You can also export the account list from custom reports.
The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you