To export contacts from TIEIT to Excel, please follow these steps:
1. Click on the section you wish to export data from (i.e. Contacts, Companies, Deals), in this example, the information being exported are Contacts.
NOTE: This article will apply to the tabs under the CRM menu (Contacts, Companies, and Deals), and Transactions (Invoices).
2. Select the columns that you wish to export data out for. Click the 3 horizontal lines in any column:
Then hover over Columns and you can check the columns you wish to see and export:
NOTE: You can apply different filters on the columns and arrange the columns the way you wish for them to appear in the exported excel document. If you have a VIEW set up already you can select that and export that out.
3. Click on the more settings button (3 buttons to the right of Select Saved Views drop-down), located in the top right of the grid:
4. From the corresponding drop-down select “Export to Excel”
The Excel will download on your machine.