Required Plan: This feature appears on all of our available plans! Click here to read more on the plans we offer.
You can export a full list of your contacts to either Excel or PDF. This way you can backup your data on a local computer if you wanted to, or you could print out the file for any other use.
To export all contacts and matters with all information including custom fields, watch this video or follow the steps below:
1) Click "Contacts".
2) Select "Primary Contacts" from the top left filter.
3) Click the "Export to Excel" button and click "Export All".
What Happens Now?
Your download will begin within 60 seconds of clicking the export option. You will see all of your contacts with all of their information in there.