Exporting Contacts And Mail Lists
You can export contact information for use outside of Desktop Sales Office - for email or printed mailings, or for import into other programs like Microsoft Outlook or Excel.
Choosing Which Contacts To Export
Contacts displayed in the Contacts list are exported. Contacts that are in your pipeline but filtered/hidden from the Contact list are not exported.
- To export all your contacts, make sure that every contact is listed by selecting Reset. The Contact tab will show (for example) Contacts [839/839]
- To export some - but not all - of your contacts use techniques to select and hide the contacts you do not want to export. The Contact tab will show (for example) Contacts [574/839] and would export the 574 contacts listed.
Exporting Mail Lists for Email or Print
You may want to export basic contact information like name, address, email address and phone number and ignore contact information like journals or critical dates. This type of exporting is typical for mail merge printing, or for email services like ConstantContact.
- Adjust the contact list so that the contacts you want to export are listed
- Choose the File tab to access the Backstage area
- Choose the Pipelines sub-tab
- Select the Export Mail List button...
Exporting Contacts
To export all of the contact's information
- Adjust the contact list so that the contacts you want to export are listed
- Choose the File tab to access the Backstage area
- Choose the Pipelines sub-tab
- Select the Export Contacts button
Saving as Comma (.CSV) or Tab (.TXT) Delimited
You can select whether your contacts are exported into a comma delimited or tab delimited file.
When you are choosing the name of the export file, the Save As Type field allows selection of comma (,CSV) or tab (.TXT) delimited records.