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The Download window will display 3 different formats (the PDF function is unavailable);

  • CSV

  • HTML

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  • EMAIL

    • Using the email will send an email with the same components as the HTML option.

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    • This option will download an excel file that contains the full list of your clients. (Get the steps below)

Info

If you’re interested in modifying your email list, select CSV as you will export it to an excel spreadsheet where you can remove, modify or add client information.

  • HTML

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  • EMAIL

    • Using the email will send an email with the same components as the HTML option.

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Select the option you would like to use to export.

A contacts file will be created and accessible from the bottom of your webpage or can be found in your downloads on your computer.

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