Click on the Companies/Contacts button to open the Companies/Contacts screen.
Click on the Company List View tab or Contact List View tab, depending on whether you want to export companies or contacts.
You will be able to export all of the companies/contacts or just selected companies/contacts. Click to highlight a single record or select multiple records. To export all records in a grid, you do not need to select any of the records. You can also set a filter on the selection grid so that only the records you want to export appear.
Click the Detail Options button to the right. Select Export.
In this screen, you will choose which fields you want to export.
2.
If you have any previously saved templates, you can choose one from the Template drop-down list.
3.
To begin making a new template, click on a field under Available Fields on the left side of the window and click the > arrow or double-click on the field to transfer it into Selected Fields on the right side of the window. Repeat this action to transfer all of the fields you require into the Selected Fields area.
4.
If you want to remove a field from Selected Fields, click the < arrow or double-click on the field.
5.
Once you have transferred all of the fields you need into Selected Fields, you have the option to change the names of the columns as they will appear in the exported document. To change the Export Column Names on the right side, click in the field you want to change and press the Enter key on your keyboard. Type in a new name for the field and press Enter again.
6.
To save the selected fields as a template, click the Save Template button. In the Save Template window, enter a name for the template and click OK
7.
After you have saved the template, or if you do not want to save the template, click Next.
