Export

Exporting Custom Fields

You can export the Custom Fields onto a CSV file in the Accounts page. 

  • Navigate to Accounts.
  • Click the Search button to expand your Filters.
  • Filter the list to your search preferences. 
  • Click the Filter button to generate your search results.
  • Then, from the Batch Action dropdown choose Export or Exports Contact Information to include all Custom Fields in the file.

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  • Retrieve your data by going to: Today>Exports>Download.
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