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This report is commonly used if you wish to export contacts for importing into a CRM program.
From within a a filtered cardfile list, select the report CardFile List Contact Export,
You can further refine which contact type is required:
Clicking Preview allows you to view the report, then click Print and select Export to save as an Excel file..
You can also use the Excel icon beside the report to save to Excel.
Further information
Add a CardFile
Add Prospect CardFile
Add CardFiles to Groups
Add/Update Contact Details
Add/Update Customer Details
Add Customer-Specific Reports
Add Documents to CardFiles
Add Groups to a CardFile
Add Mulitple CardFiles
Add Vendor Details
Add/Update User
Add an Accountant Login
Auto Postcode/Suburb Lookup
Browse for a CardFile
Bulk Update CardFiles with BPAY Ref
CardFile Merging & Deleting
Deactivate CardFiles
Email from CardFile List
Export a CardFile Report to Spreadsheet
Make Prepayments/Refunds
Quick Add CardFile
Reassign Users and Account Managers
Reassign Prior to Today
Set up Overseas Customer
Update Multiple CardFiles
View CardFile Transactions
View or Edit a CardFile
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