If you participate in the Angie's List Fetch program, they'll ask you for a list of your Active clients that shows:
Last Name
Primary Phone
Secondary Phone
Street address
State
Email
For this info you'll want to pull the Accounts and Contacts - Contact Info report. Then, export it to Excel. From here you can sort by Account Status (because you only need the Active accounts) and delete any extraneous information (Prospects, etc.). You'll be able to sort the data, then highlight the unneeded info and delete in one fell swoop.
There's no perfect report for this, but following those steps should get you the info you need. As always, please log a case with any questions!
Last Name
Primary Phone
Secondary Phone
Street address
State
For this info you'll want to pull the Accounts and Contacts - Contact Info report. Then, export it to Excel. From here you can sort by Account Status (because you only need the Active accounts) and delete any extraneous information (Prospects, etc.). You'll be able to sort the data, then highlight the unneeded info and delete in one fell swoop.
There's no perfect report for this, but following those steps should get you the info you need. As always, please log a case with any questions!
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