Step     Action

  1.      Select {CRM} and then select the Contacts tab.

Note: Contacts cannot be individually selected for export using the boxes to left-hand side of contact name. To filter contacts for export, use the search criteria. Only the search results will be exported. 

e.g. If Contacts have been filtered by a customer name, and the search results in 6 contact entries, only those 6 entries will be exported.

  2.      Select {Export} under Contacts.

Note: You may need to confirm the file to be opened/saved before proceeding, depending on your web browser. A .csv file will open or be saved to your computer. On PC/Mac the default file location is in your Downloads folder.

Export will include: