Contact CSV Download

1. Ensure that you have the correct access permissions to download CSV files. To view your permissions go to the Access tab in your staff card. If you are not a Master user you must ask a Master to check for you. If you do not see the permission Download CSV, please contact another Master User

2. Click the Contacts icon from the main menu

3. Using the Advanced Search tool, search for the contacts you would like to download

4. Click the Download CSV action icon at the top of the search results

5. Select to download either a Letter head/Label CSV or a Standard Contact CSV

The Letter head/Label CSV contains the contacts salutation and their letter head in another column.

*Note: The Letter head by default will Address the Custom Letter head entered (if one exists), else Title, First Name, Last Name, Company Name and postal address (if one exists), else Title, First Name, Last Name, Company Name and residential address.

The standard contact CSV contains the contacts Title, First Name, Last Name, Preferred Name, Email, Mobile, Phone, Work Phone, Company, Address, Suburb, State, Postcode, Letter head, Assigned Staff and contact classes.

6. Click here to download and save the CSV file.

*Note: Each CSV file has a limit of 1000 contacts (this may differ depending on your office set up). If a greater list is required please contact Agentbox Support.