How to print, email or export your contacts

Summary

How to generate your contact lists and export them in Sage Accounting.

Description

Use the Contacts list to view and manage your customers and vendors. This includes:

Exporting a contact
Printing or emailing a list of contacts
Exporting contact addresses

Resolution

Find a contact

From Contacts, choose Customers or Vendors.
In the Search box, enter a contact's address (or partial address), their main or mobile phone number, or any part of their name.
Click Search.

Print a list of contacts

To include all contacts, use the check box at the top of the list. For selected contacts, select the checkbox to the left of each contact.
From the toolbar above the list, choose Print or PDF.

Export the list to a spreadsheet

To include all contacts, use the check box at the top of the list. For selected contacts, select the checkbox to the left of each contact.
From the toolbar above the list, choose the CSV icon.

Email a list of contacts

To include all contacts, use the check box at the top of the list, or select each contact to include in the printed list.
From the toolbar above the list, choose the Email icon.

Solution Properties

Solution ID: 240304191723487
Last Modified Date: Mon Mar 04 19:17:23 UTC 2024
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