Export Data

The export data feature allows you to export contact data from your contact manager. There are two controls for this feature.

1. Narrow Results: You can filter the data for export by using the “Narrow Results” field. This is useful if you want to generate a list of everyone in a specific state or city. If you leave the search terms blank, all of your contacts will be exported. To filter the data, simply type the search criteria into the search term field.
2. Format: This drop down allows you to select the type of export format.

Exports include the data stored in the contact card. Items include:

• Standard contact info: name, home and legal addresses, phone numbers, email addresses, etc.
• SSN, birthdates, anniversaries, marital status, gender, #dependents, Id info, etc.
• Employer info
• Suitability data, investment objectives, time horizons, investment experience, etc.
• Custom fields