Exporting a group of contacts

You can easily export any group of contacts by adding your contacts to ClientTouch and selecting Export from the ClientTouch menu.

This example will show you how to export everyone in the Category named "HOT"

Go to "ClientTouch" and empty your Workgroup

Go to "ClientTouch" and empty your Workgroup

In this example, we'll start with an empty workgroup. Go to "ClientTouch" from the main toolbar, and select "Clear Workgroup" so that the "Contacts in Workgroup" counter shows "0"

Click the "Add Contacts" tab, then add contacts to your workgroup

In this example, we'll select the category "HOT" from my example database. Of course you can select any Category, Category 2, Flag, or Source that fits your needs

The "Contacts in Workgroup" counter will reflect the number of contacts selected

The "Contacts in Workgroup" counter will reflect the number of contacts selected

Go to the "Actions" tab and select "Export Data"

Go to the "Actions" tab and select "Export Data"

In the "Export Data" screen, notice that the "Contacts in ClientTouch" option is selected. Click "Export Contacts"

In the "Export Data" screen, notice that the "Contacts in ClientTouch" option is selected.  Click "Export Contacts"

To complete the export, click "Export Now"

To complete the export, click "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.