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Attach the csv file into lead route option

Hi, Would be great the posibility to change the actual behaviour of Lead Route option. Today WCA send an email to person who must to receive the contacts with a lilnk to download the contacts. I understand that is more secure than attached, but, directly get the csv file as an option will be more simple to deliver the contact info who need.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jun 27 2018
  • Declined
How will this idea be used?

This is a simple solution when is necessary share a contact information through other programs, Other issue is no all people have the permission to download files into the organization (like call center operators from a Bank), so if the list is attached this really simple the share of specific contacts

What is your industry? Professional Services
What is the idea priority? High
DeveloperWorks ID
Link to original RFE
  • Attach files
  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    July 06, 2018 05:51

    Also send to ftp option would be useful for direct mail or any step that provides a file.

  • Admin
    Diane Bowman commented
    July 17, 2018 22:12

    Thanks for the Idea, we don't see WCA going in this direction due to GDPR compliance. However we are looking at redesigning how we export contact data in a more modern way.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    10 Oct 13:13

    Diane Bowman, I don't understand your statement "...we don't see WCA going in this direction due to GDPR compliance."  CSV files can be encrypted with a password.  We would really like to see this investigated further, since there are many cases where we would like to store lead route CSVs in a Box folder that has strict pw/sharing controls itself.  Box has a means to define an email address for a given folder, and we'd like to define the lead route to send the (encrypted) CSV to the Box folder's email address.