Exporting Contacts for Reports

Exporting contacts is a useful feature when you need to generate reports, share customer information with other departments, or keep an offline copy of your records. The system allows you to quickly export contact details into different file formats for easy use.

Get Started

• Navigate to the Accounts module from the main dashboard.
• Select the company from the list where you want to export the contact details.
• Click on the Contacts tab to view all contacts associated with the selected company.
• On the Contacts page, click on the Export button.

• A dropdown menu will appear with multiple file format options (e.g., Excel, CSV, PDF).
• Select your preferred file type from the list.

• The system will automatically process the request and download the exported file to your device.

Note

• The exported file can be used for reporting, analysis, or integration with other systems.
• For large sets of contacts, the export process may take a few seconds to complete.
• Always store exported files securely as they may contain sensitive customer data.