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Navigation: CANVASSING AND PROSPECTING > RFM > Groups and Mailings

Export Members to Excel from Groups

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If a list of these contacts is required they can be exported to an Excel Spreadsheet.

1.Click Report on the tool bar

2.Select Report with Sublists

 

3.Click the drop down arrow

4.Select Members

 

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5.Click OK to accept Excel Standard or Excel Text so as not to truncate any leading zeros eg serial numbers

 

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6.Click the + beside FormKey

 

7.Click on the Sublist1 folder

8.Click the > button to copy all fields across (or choose the ones you want)

9.Click OK

 

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10.Click Yes to Save to template or No

 

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Excel opens with information:

 

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