- Open the folder to export. If necessary, mark the contacts to export.
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Choose Folder > Export to open the Export Contacts dialog box.
- In the Show drop-down list choose My Export Instructions to edit personal export instructions, or choose Firm Export Instructions to edit export instructions for your organization (report managers only).
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Highlight the name of the export instructions to edit then choose Edit.
- If necessary, edit the Name for the export instructions.
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From the list of InterAction Fields, select the field you want to add to the list and choose Add.
To remove a field from the list of fields to export, select the field in the list of Export Fields then choose Remove.
See "Adding Data to Reports" on page 1 for detailed information on InterAction data fields and how to choose the correct fields to add to your export.
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To edit the options for a field in the export list, select the field from the Export Fields list then choose Edit to open the options dialog box for the field.
For help selecting field options to get the results you want, see Making the Correct Field Selections.
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Choose the Sort By tab and specify the way you want the information in the export sorted.
To add a field as a sort field, do one of the following:
- Select the field in the Fields in Export pane then choose Add
- Double-click on the field in the Fields in Export pane
For any of your sort options, you can sort by ascending or descending order by selecting that sort option in the list then choosing either Ascending or Descending.
- If you are editing export instructions in your My Export Instructions list, choose OK to finish editing export instructions. If you are editing firm export instructions, continue to step 11 to set up security.
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Choose the Security tab to specify which users and/or groups are allowed to access the export.
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Add or remove users as necessary.
To add a user or group, choose Add User or Add Group respectively, select the name of the user or group, then choose OK.
To remove a user or group, highlight that user or group then choose Remove.
- When you are finished editing the export instructions, choose OK to return to the Export Contacts dialog box.
- To export the current folder using the new instructions, type a File Name, select a File Format and then choose OK. Choose Cancel to close the Export Contacts dialog box without performing an export.