Export client details
I want to export all my client contract details in excel, names, numbers, addresses etc. I cant find a way of doing this, any solution?
Forum Discussion
Thanks for your help but when I follow your instructions there is no option to export as excel or customise further with more details. the contact report is only pdf and only does name phone and email.
Hi Hurley
Thanks for the update on this.
In this matter, you would need to go to Reporting>>Reports
In the Search field type Contacts>>Open the Report
Click Export>>Excel. There you will be able to export the contact report in Excel.
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
