Exporting your contacts to Excel

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

  1. Navigate to the Contacts tab.
  2. Screen_Shot_2017-11-24_at_5.13.51_pm.pngEnsure you are on the 'People' view. If you are on the ‘Contacts’ view, click the person icon in the top right corner to display companies.
  3. Using the filter, select the status of the contacts you're wanting to export
    Note. If required you can sort and group the contacts by company.
  4. Once you're happy with your filtered contacts, you are ready to export. Click on the print icon and select the 'Contact List' template.
  5. You wil then see a preview of the 'Contact List' template, it will show the following fields:
  6. When you're happy to proceed, press the 'Save as Excel' button and select the destination you'd like to save the file.
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