Exporting your Contacts

You may export your contacts at any time by following these easy steps.

Exporting your contacts makes a copy of the contacts, it does not remove them from the system.

 

1. From the toolbar, click Settings, then Export Data.

 

2. Choose your export options.

You can choose to export All Contacts or just the filtered contacts that you currently have in ClientTouch.

 

3. Choose the Fields you would like to export and the way you want the Custom Field Headers to appear. Click Export Contacts.

Your export file will be downloaded to your computer as a .CSV file (Comma Separated Values).  This is a very common file format that can be easily opened by other programs, including Microsoft Excel.

 

It is a good idea to export your contacts periodically so that you have them as a back-up if you need to access them offline.

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