Export all client contacts in Version 8

In this article we will show you how to export all the contacts on the different resource types.

Firstly you should create a new resource search. This you do under Pipeline management. You need to give it a title before you can continue.

1. step

After you have created the search you need to create an expression and give it a title. This is a column that you can sort your criterias under.

3. step

Now you can add the criterias to your search. In this case we are only looking to see the contacts on our customers.

4. step

5. step

You can always add more criteria so you get all of your contacts.

When you have completed these steps you can now look at your search results and you can export the results to an excel file.

7. step

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