Export to Excel

To export an organization to Excel, follow the steps below:

1. Click on Organizations in the main menu.

2. Click on the three dots menu next to Add Organization button. Click on Export to Excel.  

3. The Contact Organization window is displayed. Select the export options and click  Export Organization. Click on the down arrow button next to Export Organization button to select columns and date to be exported.

4. The Excel file will download with the data of selected records or all records.