11.10 Filtering and Exporting Contacts
this lesson will show you how to filter your contacts in AgileCase.
Filtering contacts
On your contacts page you can use the button beside "Add Contact" to filter your contacts.
You can filter by contact type, labels or whether they are active or inactive in order to find relevant contacts quickly when searching your database.
.
Exporting Contacts
It is also possible to export your contact list in PDF or CSV format using this menu.
To export your contact list, use the filter dropdown and select the format you wish to export to.
You will now be prompted to filter your contacts by label. If you want to export your entire contact list, simply leave this field set to "All Contacts". Once you have selected your filter, click "Export" to download the file in the format of your choice.
The image above is an example contact list exported to PDF.
The image above is an example of a contact list in CSV format, viewed in Microsoft Excel.