Office/Member Contact Information Export

Update this list every 2 weeks to ensure you are sending to the current active membership.

Step One:

Begin at the Menu item on your dashboard. Scroll down about halfway until you see the section titled 'Statistics'. The last option under 'Statistics' is called 'Rosters'. Click on that option.

Step Two:

Select the option called ‘Office/Member Contact Information Export’ and click 'Run Report'

Step Three:

Using the drop-down boxes, select the number of items you would like to include in your export. Items will have a default value of "1," meaning for example, that one 'Home' phone number (if marked public by the owner) will display per person.

To increase the value (for example, to show 2 Mobile phone number columns), click on the drop-down and select a larger number. To exclude a piece of information, select "0" in the drop-down.

Step Four: 

To save your settings as a custom export, place a check in the box marked Click to Save Contact Settings. Give the export a name so that you may easily locate it in a list.

You can select specific offices by holding down the CTRL key on your keyboard, and clicking the offices of your choice. Or to select all offices, click the checkbox below the office list.

 Alternatively, the 'Member Type' section automatically selects all member types. To filter this list, UN-check the box that selects all member types, and use the CTRL-click action to select the types you wish to download.

When you are done, click Next and the download will begin.