Exporting Contacts as an Excel File
Exporting Contacts
Troubleshooting
Exporting Contacts
You can export a complete list of all contacts for a project and process it further in Excel. This allows you to efficiently execute analyses, apply filters, or run comparisons. The contact list is continuously synchronized, which prevents different or outdated versions from circulating. The export option is available for the contacts in the project. All contacts to which the user [ViFew readersExporting the Contact/Address List
A contact list can be exported in Word or PDF format. Using Filter, you can specify which contacts should be included in the list. Only the filtered contacts will be included.
The list will now be generated and downloaded in the selected format.
If you need to make changes to the template, please feel free to contact buildagil suppFew readersDeactivating / Reactivating Users
Deactivating Users
Reactivating Users
Deactivating Users
Users can only be deactivated from a Project administrator. For more information on permissions and visibility, see the following article: Visibility & Permissions for Contacts & Users.
Users who are no longer actively involved in the project can bFew readersUsers / Contacts / Teams / Contact Groups / Roles
User
External Contacts
Project Administrators
Project Coordinators
Teams
Contact Groups
User
After a user is created, they receive an invitation via email and then have access to the project on buildagil based on their assigned teams and, if applicable, their assigned role:
Project administrator (Indicated by a "gear" icon iFew readersUsing Users & External Contacts
Contact us directly through buildagil
Export Business Cards
Contact us directly through buildagil
When you select a contact under Contacts, you can contact that person directly.
Send an email: When you click Send Email, your local email program opens with a pre-fillFew readersVisibility & Permissions for Contacts & Users
Adjusting Visibility
Visibility & Permissions in Details
For general information on visibility and permissions, see the following article: Visibility & Permissions
Adjusting Visibility
The visibility of a user or external contact can be adjusted both during and after creation using the "Hide from contact list" option [By authorized users](#3-visibility-permissions-in-detFew readersCreating Users & External Contacts
Creating Users
Creating External Contacts
Importing Contact Information from a Digital Business Card
Converting External Contacts to Users
Preparation for the Invitation as a Project Coordinator
Contacts can be created by all project participants. Users can onlFew readersEditing Users & External Contacts
Editing Users
Login Information for Project Administrators
Editing External Contacts
Additional Editing Options for Users & External Contacts
Deleting Users & Contacts
Hide Users & Contacts
[Creating Views Without Hidden and Disabled Users & Contacts](#3-creating-Few readers