FAQ - How do I export my list of Contacts

To export a list of Contacts:

Step 1 - Select Portfolio Data from the main menu and then Contacts from the sub-menu to display the Contacts List as shown below.

Step 2 - From the Options drop down menu select Export Data. A CSV File containing the Contacts Data will be downloaded and displayed as shown below. Dubble click on the file to open and view the information in Excel.

Contacts CSV File example