How To Export a Client Address List
Objective:
- Print mailing addresses
- Export a list of Client Addresses
- Export Email Addresses
- Send mass email to Contacts
- Export to contacts to CSV
Environment:
Additional Information:
- To export a list of all Contacts, omit steps 2-5 in the procedure.
- If you're looking for a Contact List of just Client Names and Email Addresses, click here
Procedure:
- Click Contacts tab on left panel
- Click Filters in the upper right corner
- Open the Contact Type drop-down menu
- Select Client
- Apply Filters
- Click Export at the bottom of the page
- Select CSV
- Ensure Available columns is selected
- Select Export