Export Contacts
*Importing Assets can only be done in the Desktop App.
- Click Company Settings along the left-hand bar
- Select Export Data
- Click "assets" and select Contacts
- Select the your Time Zone
- Click Download *You will receive an email with the report
Related Articles
Delete a Contact
The following steps will allow you to delete some or all of your contacts in the HailTrace app. You will need one of the following roles to delete contacts: Account Owner Asset Admin Canvasssing Admin Mobile App 1. Select Contacts tab along the ...Create a Contact
Mobile App Create a Stand Alone Contact Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...Add a Contact to an Asset
Mobile App First step: Find an Asset you want to edit Tap Edit Details Select Contact Details from the drop-down and tap the contact you want to add (Owner, Manager, or Tenant) Select from your current list of contacts OR tap the green ➕ to create a ...Create Custom Fields for Contacts
Various information can be collected for Contacts when Creating a Contact or Editing a Contact, such as Name, Mailing Address, Email, and Phone Number. However, the information collected can be customized to meet User's needs. For example, a User may ...Export Assets To A CSV File
There are two ways to export your assets to a CSV file: Asset Page: Export an asset list based on applied filters Company Settings Page: Export your entire assets list from your company account Asset Page Exporting Assets combined with Asset Filters ...