Hello! We have been storing contracts and proposals in a contact’s Filebox (which has been great), but we are changing up how we organize our contracts and proposals and need to export these files from the contact record. Unfortunately, we probably have close to a thousand contacts who have contracts and proposals, so it would be incredibly time-consuming to go into each contact record and download the files individually. Is there a way that we can just export the files with the individual contact record?
Our other problem is that we have 10’s of thousands of contacts, but less than a thousand of those have contracts and proposals (some are just marketing leads, others we added before we started adding contracts to the contact record). If we have to download the files individually, we would need a way to know which contact record has a file in their filebox. Is there any way we can do this?
Thank you for the help!