Click on the Company/Contact button to open the Company/ Contact screen.
Click on the Company List View tab or Contact List View tab, depending on whether you want to export companies or contacts.
You will be able to export all of the companies/contacts or just selected companies/contacts. 1.Multi-Select: Hold down the Ctrl key and click on the desired companies/contacts. You can now include only these selected companies/contacts in the export. Review Introduction: Common Functions, Multi-Select Items. 2.Filter: Set a filter so that only the companies/contacts you want included in the export appear in the selection grid. To learn how to set a filter, refer to Introduction: Common Function, Setting a Filter. 3.All: You do not need to filter or select companies/contacts if you intend to include all of them in the export. |
1.Click the Detail Options button to the right of the company or contact selection grid. Select Export. 2.The Export Wizard will open.
3.In the first screen, select whether you want to export the Selected Records or All. Click Next. |
1.In the next screen, the CSV (Comma Separated Values) File option will be selected. 2.Click the Open icon next to the Export File field. Find the folder in which you want to save the data. 3.Type in a File Name and click Save to return to the Export Wizard.
4.Click Finish. In the Confirm box, click Yes to complete the export. |