How do I export my contact data?

Exporting Organisations & People is easy. Simply click on the tab for one, and there is an export as CSV link on the right hand side. Tactile CRM will then export the data and email it you.

It doesn’t stop there though. If you want to restrict the export by Tags or Town, you can do that too, you’ll even get a list of Tags separated by “|” in the export file.

One Response to “How do I export my contact data?”

  1. [...] doesn’t have a built in ‘mail merge’ system, instead it provides the ability to export contact data (organisations and people) so that you can use it in other applications, such as [Open]Office to [...]