Export Donor and Contact Records from CRM

  1. Open CRM.

  2. Apply filters in the “Filters” bar on the left to narrow your record selection down.

  3. Click on the “down arrow” at the top of any data column in the grid, and select the data columns you wish to be in your export.

  4. Drag and drop the data columns into the desired order you wish them to be displayed in.

  5. Click the "Export as CSV" button at the bottom.


Modified on Tue, 19 Sep 2023 at 10:56 AM

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