Pulling Basic Info on one single customer at a time

Hi @KyleTSS and @April Blue, it sounds like you’re asking about a way to export/print one contact or company at a time. Did I get that right?

You mentioned notes and related documents - we are actually not able to export those or include them in reports (maybe you can submit that as an Idea). So just keep that in mind when reviewing the suggestions below.

I’ll share two methods. I recommend using the first one, but feel free to explore both options.

Exporting from an Insight

This involves creating an Insight, adjusting the filter to show only the record you’re looking for, and then exporting it.

There’s a little bit of setup work the first time you do this. Then you can save it and simply adjust the filter for future exports.

First, you go to Reports > Insights Builder to start a new insight. (Note: you need to be a Copper admin to do this)

Drag and drop data pieces into the Rows area to add them to the table.

Next, create a filter on the insight. In the screenshot below, I’m using Company Name to filter the results in my table.

Once the filter’s in, apply your filter criteria. In the example below, I’m filtering it so that only information related to the company Alphabet will show.

Then go ahead and export.

Remember to save your insight so that you don’t have to do the setup piece next time.

Directly exporting one record

With this method you’re essentially exporting one single record from the system. To do this, you would:

1. Open your list of people/company/whichever record type
2. Select the record you want to export
3. Click the three dots near the top > Export List

But there are some downsides to this:

1. It will give you an xlsx file with all the fields in the system, so it will be quite wide and cluttered. You would need to do some formatting before you print.
2. You have to do this from your list view, meaning you might have to spend some time scrolling for the record you need.

Anyways, let me know if that was helpful!

@KyleTSS Great, let me know if your team comes back with any questions.

As for your other question:

I noticed that when you are on an opportunity it auto populates the title of the opportunity into the title of the meeting. Is there a way to grab more information about the customer/ opportunity into the description of the meeting?

Just want to clarify you’re referring to when you create a calendar event using the + button under Calendar Events?

Currently we don’t have a way to pull additional info into the description of the calendar event. But that sounds really useful… If you submit that as an Idea, we can get it in front of the product team and notify you with any updates.

Perfect, thanks @KyleTSS! I saw your Idea so I’m putting the link here just in case other folks stumble upon this thread.