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Copying Certain Contacts w/ all fields and notes to a word doc

New Member
Posts: 6
Country: USA

Copying Certain Contacts w/ all fields and notes to a word doc

Hi,

 

I want to send complete data on screen to an associate including all fields and notes.  How can I do this easily...putting them all on one doc (perhaps a word doc), and sending them all at once.

 

Thank you

Silver Contributor
Posts: 1,813
Country: USA

Re: Copying Certain Contacts w/ all fields and notes to a word doc

there are two steps for you to be able to do this.

 

1) the report that is closest to what you need is the contact report.  running this report and selecting output to RTF should get anything that is on the report to a word compatible document.

2) if you need additional fields in that report, you would need to add them to the report.  (instructions here under reporting section)

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