Use this feature to export the results of any Contact search into an Excel® spreadsheet for editing or printing, once the results are displayed;

Use the Find Now or Advanced Search filter contacts for a number of purposes. For example, you may only want one salesperson’s contacts, or contacts that live in a particular suburb, or whom belong to a particular category or contact group.

Note: This facility is only available to Staff Members will eligible permission. See: Roles & Permissions.

The results can then be merged with a mail merge template.

1.       Click on the Contacts Function/Menu button.

2.       Click on the Advanced Search button.

3.       The Contact Advanced Search screen will be displayed.

4.       Enter your search criteria.

5.       You may nominate any number of fields for inclusion as you wish, for example; select one

salesperson from the Staff drop down list, then select Sign from the Lead Source drop down list. The results will display any contact belonging to the salesperson selected as well as having a lead source of Sign.

The search results option allow you to determine if your entered search criteria needs to override the previous search results (if any) or whether it should append the current search records to the previously searched records.

1.       Select the Replace current results option button, if you want to perform a brand new search

and replace any previously searched contacts.

2.       Select the Merge current results option button, if you want to add your new search results to

a previously searched result.

3.       Click on the OK button, to preview your results, alternatively click on the Cancel button to

cancel the search.

1.       Click on the Actions button.

2.       Select the Export to Excel option.

3.       Select the appropriate folder to save the spreadsheet in and rename if required.