Quick Tasks: Export Contact Info

You can export the contact info of individual members or families via the quick tasks page. Here you can pull for whichever filter you desire (how to filter) and then simply click “Export Contact Info” to download it.

The system will download a CSV file with the following columns: Family Name, Formal Name, Informal Name, Type (Family or Individual), Envelope Number, Status (Active, Inactive, Deceased), Phone, Email, Address Line 1, Address Line 2, City, State, and Zip. This file will download to your default download folder.

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