Printing Customer List for Comparison - CC Contacts vs. Email List

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Discussion Overview

The thread discusses the challenges and methods of printing customer lists from Customer Connection (CC) for comparison with email lists. Participants share their experiences and seek assistance in managing their contact lists effectively.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Exploratory

Main Points Raised

  • One participant inquires about printing a list of contacts from CC to compare with their email list, noting issues with duplicates due to syncing.
  • Another participant provides a detailed method for printing contacts from CC, including steps to select and format the list.
  • One participant expresses frustration after receiving conflicting information from tech support about the ability to print the list.
  • Several participants mention the desire to shorten the contact list when printing, specifically for potential hosts, to avoid lengthy reports.
  • One participant suggests the possibility of exporting contacts to a .csv file for easier management in Excel.

Areas of Agreement / Disagreement

Views differ on the feasibility of printing customer lists directly from CC, with some participants sharing methods while others express uncertainty or conflicting information.

Contextual Notes

Participants are primarily focused on managing their customer lists for business purposes, particularly in relation to upcoming bookings and effective communication with potential hosts.

Who May Find This Useful

Consultants looking for strategies to manage and print customer contact lists may find the shared experiences and methods relevant.

B
BethCooks4U
Gold Member
Messages
12,926
Is there a way to print the list of contacts on customer connection at CC? I want to compare what's on there to my email list (I know my P3 is different from my email program AND since I synced P3 with the website there are multiple of the same people because they had more than one email.

I just want to print everything and weed it out. I know some people are getting multiple emails from me for one thing...
 
yes you can.....Log into CC > personal website assistant > customer connectionThere is a pull down menu labeled "View" on the top left--click there and choose ALL CONTACTS and click GO.The Green Bar across the top says Name, Phone, etc. Click the box to the left of NAME. This will select all your contacts.There is a pull down menu labeled ACTIONS on the top right. Click there and select "Print list of selected contacts" then click GO.you can then choose what information you want printed and how you want it formatted.Good luck and let me know if it works. :)
 
  • Thread starter
  • #3
Thanks! I just got an email from tech support that it could not be done. :rolleyes:
 
I've been trying to search for an hour because I SWEAR there was a post on how to shorten the contact list from P3 when printing it out. I know others have taken on the awesome task of contacting all of their customers and found a way to print this up without it having 900 pages. I just want to print up "potential hosts" for the past couple years since I've checked off those boxes in P3. I don't want it to be a 40-80 page report, so I've been trying to figure out how to do this. Am I imagining there were posts here about that? If I'm not imagining things, can someone maybe push me in the right direction? Thanks for any help! I'm feverishly trying to get some bookings for Sept still. Thanks to recent emails and phone calls over the past two days, I now have 4 possibly bookings for September if we can figure out dates. But I need to print up a list...much easier to work from this way.

Maybe it involved downloading into something else like Excel, then printing??:confused:
 
pamperedbecky said:
I've been trying to search for an hour because I SWEAR there was a post on how to shorten the contact list from P3 when printing it out. I know others have taken on the awesome task of contacting all of their customers and found a way to print this up without it having 900 pages. I just want to print up "potential hosts" for the past couple years since I've checked off those boxes in P3. I don't want it to be a 40-80 page report, so I've been trying to figure out how to do this. Am I imagining there were posts here about that? If I'm not imagining things, can someone maybe push me in the right direction? Thanks for any help! I'm feverishly trying to get some bookings for Sept still. Thanks to recent emails and phone calls over the past two days, I now have 4 possibly bookings for September if we can figure out dates. But I need to print up a list...much easier to work from this way.

Maybe it involved downloading into something else like Excel, then printing??:confused:
Click to expand...

yeah, something like that....I thnk there is a way you can export to a .csv file and then import to excel.

Not sure though...I think that discussion was on CS.
 
DebbieJ said:
yeah, something like that....I thnk there is a way you can export to a .csv file and then import to excel.

Not sure though...I think that discussion was on CS.
Click to expand...

I tried looking on there too, but maybe not hard enough. Ok thanks! Off to do more investigating!:)
 

Frequently Asked Questions

What is the purpose of printing a customer list for comparison?

The purpose of printing a customer list for comparison is to ensure that your customer contacts in the CC (Customer Connection) system align with your email list. This helps identify any discrepancies, such as missing contacts or outdated information, allowing you to maintain an accurate and effective communication strategy.

How do I access my CC contacts for printing?

You can access your CC contacts by logging into your Pampered Chef Consultant account and navigating to the Customer Connection section. From there, you can select the option to view or export your contacts, which will allow you to print the list for comparison.

What format should I use to print my email list?

Your email list can be printed from your email marketing platform or spreadsheet software. Ideally, you should export your email list as a CSV or Excel file, which can then be formatted for printing. Ensure that the list includes relevant details such as names and email addresses for accurate comparison.

What should I do if I find discrepancies between the CC contacts and my email list?

If you find discrepancies, take note of the differences and update your records accordingly. This may involve adding new contacts, removing duplicates, or correcting any outdated information. Keeping both lists aligned is crucial for effective communication and customer engagement.

Can I automate the process of comparing my CC contacts and email list?

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