Some features I would like to know exist

Development
1

Hello,



I have installed mautic and I’m planning to use it for email marketing but I need some features. I don’t knwo if they are already present or not.

  • The members structure has an administrator with all contacts and we need a “sub-user” with a segment of contacts. He can’t see other contacts in database.
  • export functions . we need to have a csv or excel export function of the contacts in the segment.



    i’m testing mautic and I will continue with other requests in this topic if i need. please let me know.

    Thank you very much.
2

Hello,

I have installed mautic and I’m planning to use it for email marketing but I need some features. I don’t knwo if they are already present or not.

  • The members structure has an administrator with all contacts and we need a “sub-user” with a segment of contacts. He can’t see other contacts in database.
  • export functions . we need to have a csv or excel export function of the contacts in the segment.

i’m testing mautic and I will continue with other requests in this topic if i need. please let me know.
Thank you very much.

3
  1. You can add roles for users in order that they can see only their own contacts. --> Try the “User” and “roles” menu.
  2. You would have to create a report and this report you can export.
4

  1. OK . testing this function I see that importing contacts by csv merge shared contacts and the same contact can’t believe to two members. right?

  2. ok. Thank you!

5

please let me know…

6

You can “export” contacts from a segment.

7

I need to have a contact shared between two different members.

There are many issues at my end.
If i import contacts through csv the informations are merged and the contact pass from a member to an other depending on who do the import.

8

There can only be one owner for a contact. So the second member who should also see this contact would probably need to be able to see all contacts.

Please keep in mind that Mautic does not replace a CRM that does have this functionality.

9

Thank you very much for the answers!