Export Client Contact Details

Contact details for Clients can be exported in two ways:

  • Contact Details Export report, which exports all Client records.
  • Using the Export Contact Details... function, which permits filtering of clients. For example, clients could be filtered to exclude Inactive Clients or only include Mailing List clients.
  1. Go to Reports > Clients.
  2. Select Contact Details Export

    3. OR

    Select Full Client List.

  3. Filter the client information required.

    4. Click on Export Contact Details.

The Contact Details Export form will appear.

Select from the options in this screen:

Field

Description

Export Phone Numbers

To export phone numbers select the Export Phone Numbers tick box.

Untick the numbers not to be exported

OR

Tick Primary Phone Only.

Export Addresses

To export addresses select the Export Addresses tick box.

Untick the numbers not to be exported.

Export Emails

To export email addresses select the Export Emails tick box.

if required, select Primary Only.