Contact Export

Reports > Contact Export

What does this Report do/show?

This report is a full export of contact information for suppliers and/or clients.

It includes the contacts’ title, first and last name, job title, contact type, user type, organisation/department/section, address, phone, email, mobile, organisation ID, company ID, contact ID,   and the date of their last login.

Filters/Options:

You may filter by the following options for a more specific report.

• Organisation type – clients or suppliers.
• Organisation
• Contact/Alias type – (e.g. client, designer, project manager, etc.)
• Used Services (If relevant) specify to view all or clients that just use T&I or Marketing. 
• Services – (If relevant) specify to view all, or just suppliers who offer interpreting or translating.
• Languages – (If relevant) specify to view suppliers who offer a specific language.
• Requirement: 

  • Procurement People

  • Contract Managers

  • Stakeholders

  • LIVE suppliers (from supplier tab)

  • QUALIFIED suppliers (from supplier tab)

  • Suppliers that are participating in any Questionnaire associated with the Requirement with STATUS of their response being

    • Response Not Started

    • Response In Progress

    • Response Submitted

    • Participation Requested

    • Evaluation In Progress

    • Pending Qualification

    • Qualified (this should be covered by the LIVE/QUALIFIED supplier from above)

      • N.B. If there are more than 1 questionnaires, the supplier should appear in the list if they hold any of the above status' on at least 1 questionnaire