Exporting a home's family contact list

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Commondale Care · Exporting a home's family contact list

Kayleigh Pounder asked how to export one home's family contact list for a quality audit. Bethan Lister pointed to the home page export and said she would confirm the steps. Closed 7 Jun 2025.

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What this says

As at Fri 9 Oct 2026

Kayleigh Pounder asked how to export one home's family contact list for a quality audit. Bethan Lister pointed to the home page export and said she would confirm the steps. Closed 7 Jun 2025.

Problem: The quality lead wanted a spreadsheet of one home's family contacts for an audit.

Handling: Bethan Lister replied within 347 minutes, and the tier is not in the pack, so no miss is judged. She pointed to the export option on the home page and said she would confirm the exact steps after checking the current version.

Watch: The evidence does not show whether the exact steps were confirmed to the customer.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

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First response (min)347

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Public reply · Kayleigh Pounder 9 May 2025 14:43
Ignore my earlier note, sorry. The full request is above. Kayleigh
created · Kayleigh Pounder 9 May 2025 16:44
Hello, I need to know how to export the family contact list for one home as a spreadsheet, as our quality lead wants it for an audit. Is that possible from B-Viz? Thanks, Kayleigh
Public reply · Bethan Lister 9 May 2025 22:31
Hi Kayleigh, no problem. Just so I've got this right: you want a spreadsheet of family contacts for a single home? Going by what you've described, use the export option on the home page and choose contacts. I'll confirm the exact steps once I've checked the current version. Thanks, Bethan
Status change · Bethan Lister 3 Jun 2025 16:52
Status change · 7 Jun 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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