Monday, December 6, 2010

Printing My Contacts

We regularly hear from customers who have a very simple question: how do I print my contacts? Or, sometimes it's tasks, or a history report, etc. Our answer is equally low-tech. The best and most agile way we could think of to offer print capability is to export to CSV. This gives you full control over what fields get printed and in what style.

To export a CSV follow these steps:

for contacts...
  1. Create a "Query" or recall a "List"
  2. In the "Use This List" drop-down, click "Export to CSV"
for a task list, when viewing your Task Dashboard, click "Export CSV" from the upper-right corner

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