The Export Contacts Screen

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Contacts

Use the Search for Contacts feature to find the contacts you want to export,  and then click the Export Contacts action link from the Search Results screen.

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Contacts

Exporting data

FIELDS AVAILABLE ON THIS SCREEN

FIELD

COMMENTS

I want to export

• Selected Contacts: This option will export the contacts you selected on the Search Results screen.

• All Contacts: This option will bypass the contacts selected on the Search Results screen and export your entire contact database.

Export Options

• Contact record (names only): Exports the contact's primary name, source, contact type, birthday and contact notes.

• Contact record and all addresses and communications: Exports all information associated with the contact record, including all name, contact and property details.

• Search results column only: Exports the contact's name, address and primary contact method (email/phone number).

• Contact record and all associated items: Exports all information associated with the contact, including their name, contact and property details, lead and referral information, and any listings and closings associated with the contact.