Difference between revisions of "Report: Client Query Wizard: Export All Active Client Email Addresses Excluding Prospects"

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Once the file is saved, minimize Agency Systems and open the exported CSV file.
 
Once the file is saved, minimize Agency Systems and open the exported CSV file.
  
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To remove multiple contacts fro the CSV file, See: [[Report: Client Query Wizard: Remove Multiple Contacts From CSV]].
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To remove multiple contacts from the CSV file, See: [[Report: Client Query Wizard: Remove Multiple Contacts From CSV]].

Revision as of 21:37, 5 September 2014

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Overview

The report below will output a list of all contacts and contact email addresses for all active clients in Agency Systems. Prospects are not included, however that step can be skipped if desired.

See Report: Client Query Wizard for additional details.

Process

  1. Select Marketing -> Query Wizards.
  2. Select General Client Query. Select Next.
    Clntqrywiz-gen.png
  3. Select Additional Filters.
    Clntqrywiz-gen-1.png
  4. Un-check Select prospects. Select Ok.
    Clntqrywiz-gen-2-addl-noprospects.png
  5. Select Next, then Next on the sort method screen.
  6. Select Output Format -> Comma Separated File (CSV). Select Next.
    Clntqrywiz-gen-4-outputmethod-csv.png
  7. Select the desired save location, and enter a file name. Select Save.

Once the file is saved, minimize Agency Systems and open the exported CSV file.

To remove multiple contacts from the CSV file, See: Report: Client Query Wizard: Remove Multiple Contacts From CSV.

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