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Export Organisation's people and their contact details

  • From the MAIN MENU choose ENQUIRIES.

  • Choose ORGANISATIONS.

  • If you wish, specify any search criteria (like a particular profile).

  • Choose NEXT STEP.

  • Choose LABELS/ENVELOPES/EXPORT DATA.

  • Decide what people to include (eg. ALL ACTIVE PEOPLE or KEY CONTACTS).

  • Choose PREPARE DATA.

  • Choose EXPORT DATA.

  • Specify an export file and click EXPORT NOW.

Note that not necessary all people will have contact details. The system purposefully only finds the first email, phone numbers etc attached to the person.

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