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
The list of exports columns does not contain firstname and surnames of individuals. Neither does it contain the type company or individual. Also it contains a column saluatation but the input screen does not have saluatation.
Hi Sasitharan,
Thank you so much for your post and my apologies for the late response. The Contact list report is the best option, but it doesn't support adding extra columns or exporting to Excel (only as a PDF). However, you can get a contact list as a PDF and then convert it to Excel. To access this list, go to Reports > All reports > Contacts (under Business reports). This report will include Card Name, Phone Number, and Email address.
Feel free to post again, we're happy to help!
Regards,
Earl
Hello Earl,
The contact report has an option to customise wherein you can add additional columns and export to Excel.
My question is that the extra columns does not contain
1. Designation
2. First Name
3. Surname or Familiy Name
The second question is one of the additional columns is 'Saluataion' but there is no prvision for it in the input screen.
Regards
