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PS Stockbook

Exporting Contacts to CSV File

Summary

How do I export my Contacts list in Stockbook, to a CSV (comma-separated-variable) file, for use in a mail-merge or spreadsheet?

Detailed Description

 Step 1

  • Click on the Contacts toolbar icon.



Step 2

  • Select all contacts for whom a mail-merge is required.
  • A green background means that you have selected the contact.
    • You may select contacts in a contiguous group by clicking on the first contact in the group, holding down the Shift key and then clicking on the last contact in the group.
    • Individual contacts may be selected or deselected by holding down the Ctrl key and clicking on the contact.
  • Click on the Mail Merge button. (bottom right of screen). This will create a csv (comma-separated-variable) file called MailMerge.txt.

 

  • Tip: Ensure you remember where the file is saved.
  • Click the Yes button, to confirm message (see below)
  • Click the OK button when done.

 

You can now use the file in your favourite word-processing or spreadsheet software.

 

 

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