How do I export a CRM record?

Complete the following steps to export a record's details for use in other software:

Note: Not all record types can be exported, in these instances there will be no Export option.

  1. Use the Search function or navigate the list of existing records to find the record that you want to export.
  2. Click on the record's name. The record's details are displayed on a new tab. The Info tab is displayed by default.
  3. Click on Options.
  4. Click on Export in the drop-down menu. The Save As dialogue box is displayed.
  5. Select the folder you want to save the vCard file to and specify the file name.
  6. Click the Save button (or click Cancel to cancel the export). The record's details are saved as a vCard file in the specified location.
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk