Exporting Contacts

To export a list of contacts from Briefcase, follow this guide:

  1. Navigate to the Companies tab.
  2. Ensure you are on the 'Companies' view. If you are on the ‘Contacts’ view, click the company icon in the top right corner to display companies.
  3. Ensure you have all Company records visible, or if you want to export details for only a particular Company or by some other column valuefor example the city or stateuse 'Find Mode' or the Kind filter to filter the records as required.*
  4. From the menu, go to File > Export Records.
  5. In the resulting dialog, enter a file name and change the Type as required, e.g. Excel format. Click 'Save.'
  6. Depending on the format chosen, an additional dialog providing options for the file format may appear. Enter details as required, or 'Continue' to skip.
  7. In  the final dialog, follow these steps using the animation as a guide:

  1. Change the 'Current Table' in the drop-down menu to 'Companies.'
  2. From the list, select 'Company' and then click Move.
  3. Change the 'Current Table' again, this time selecting 'Companies to Contacts.'
  4. Select the desired fields, e.g. '::Name', '::Role', '::Telephone', '::Email'.
  5. Ensure the 'Group By' section has no checkboxes checked.
  6. Click Export.

The file of exported contacts will now be saved to the previously selected location, and will look similar to this:

 

* For further information on finding records, see the following article: http://support.getbriefcase.net/hc/en-us/articles/205643535-Finding-Records

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