How to Download the list of Contacts?

How to Download the list of Contacts?

There are two (2) different methods for downloading a list of Contacts.
1. You may use the Reports section or
2. use the Manage screen filters.

Downloading Contacts from the Report section

  1. Click Dashboard
  2. Click Contacts Module
  3. Click the Download button
  4. Click the Contacts tab
  5. Click the Go button beside the group of contacts you wish to Download a report for
  6. Select the Download Excel button.

If downloading a report of All Contacts

  1. Check off the fields you wish you include in your download
  2. Click the Download button.
  3. You may name the report, and the same report will be saved for future use/download.

If downloading a report of All Contacts by Group

  1. Select the group of contacts you wish to download
  2. Click Advance.
  3. Click the Download button
  4. Select the contact fields you wish to include in the download.
  • TIP: You can quickly check or uncheck all fields at the top of the contact field list.

If downloading a report by Filtering all Contacts by Field

  1. Choose the field you wish to filter by, and include the word or keyword you wish to filter for. 
  • TIP: If you enter multiple words, separate each word by a space

Downloading Contacts using the Manage screen filters

  1. Click Dashboard
  2. Click the module you wish to use, e.g. Speaker
  3. If applicable, click the Manage button
    NOTE: If you select the Contacts module, there is no Manage button, skip to step 4
  4. Select from the available on-screen filters and select your search criteria
  5. Click the Download button
  6. Select the contact fields to be included in the download.
  7. Scroll down and click the Download Report button
EXAMPLES:
​
Obtain a list of admins = use the Contacts module and select the System Admin group from the Non-Member Contact group filter


Obtain a list of members = use the Contacts Module and select the groups under the Filter by Member Contact group filter and set the current or expiration dates, if applicable.




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