Exporting your contacts

From the toolbar, click "Settings"

From the Settings menu, select "Export Data"

From the Settings menu, select "Export Data"

Choose your export options

Choose your export options

You can choose to export All Contacts or just the filtered contacts that you currently have in ClientTouch.

You can also choose to export Contacts or Notes.

Complete your export by clicking "Export Now"

Complete your export by clicking "Export Now"

Your export file will be downloaded to your computer as a .CSV file (Comma Separated Values). This is a very common file format that can be easily opened by other programs, including Microsoft Excel.