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Exporting Contacts
Updated over 5 months ago

This article explains how to export contact information.

Exporting Contacts:

  1. Go to the Settings tab

  2. Select the Import/Export tab

  3. Go to the Export Options tile

  4. Select the Export Cases button

  5. Select CSV under Format if not already selected

  6. Select Include closed cases under Options if you wish to see them

  7. Select the Export Cases button

exportingcontactsnew.png

Learn how to Import Contacts.

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