Outlook does a very good job of exporting an entire folder of contact data, however it is less useful when you need to selectively export data. For this very reason we added the ability to selectively export your contact data.
The export contact data feature of Active Agent provides a convenient way to get contact data out of your database. This feature was added specifically to facilitate the export of data to third party printing companies such as Express Copy
Steps to Export Contact Data
| 1. | Select your contacts |
| a. | Highlight the contact(s) in your contact list (Tip on selecting multiple items) |
--OR--
| b. | Select via the Contact Selection Window in step 3 |
| 2. | Click Create, then Export Contact Data on the Active Agent Toolbar |
| 3. | You will be asked if you want to generate for selected contacts |
a. If you want to pick the contact based on Name, Address, email, category, etc; answer No and the Contact Selection Window. will be displayed
b. If you selected your contacts in step one answer Yes
| 5. | You will then be asked if you want to view/edit the export file, if you select yes notepad will be opened with the export file. |
| 6. | If you select No in step 4, you will be then be asked if you email the exported data. |
If you select yes a new email message will be created with the comma separated values export as an attachment into an email.
| 7. | If you select No to step 5, the export will be generated and saved to a file on your computer for you to use later and you will be presented with a prompt telling you where the file is saved. |
