Objective:

• Export a list of Contacts with job title and company name
• Export all contact information
• Export Contact information for holiday cards

Environment:

• Clio Manage

Additional Information:

For information regarding MailMerge, please see here. 

Procedure:

1. Open Clio's Exports page:
   • For North American accounts, click here
   • For European accounts, click here
2. Click Excel Ready CSV next to Contacts