Did you know that you can export your client list from NexOne Office? This option is perfect when sending greeting cards to clients and prospects.
Follow the steps below to export your client list:
Select Contacts
My Contacts
In the Actions Tab, select Download
The Download window will display 4 different formats;
CSV
HTML
EMAIL
PDF
Select the option you would like to export.
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 information.
A contacts file will be created and accessible from the bottom of your webpage or can be found in your downloads on your computer.
