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Contact List

This function exports information from the Contact Person register.

Customers
Paste Special    Customers and Suppliers in Customer register
Range Reporting    Alpha
Enter a Customer Number to export the Contact Persons that work for that Customer.

Contact Person
Paste Special    Contact Person register, CRM module
Enter the name of a Contact Person to export their details only.

Customer Category
Paste Special    Customer Categories setting, Sales Ledger
Enter a Customer Category to export Contact Persons belonging to Customers with that Category.

Classification
Paste Special    Customer Classifications setting, CRM module
Enter a Classification to export Contact Persons with that Classification. If you enter a number of Classifications separated by commas, only those Contact Persons featuring all the Classifications listed will be exported. If you enter a number of Classifications separated by plus signs (+), all Contact Persons featuring at least one of the Classifications listed will be exported. If you enter a Classification preceded by an exclamation mark (!), all Contact Persons featuring any Classification except the one listed will be exported.

For example:

1,2
Exports Contact Persons with Classifications 1 and 2 (including Contact Persons with Classifications 1, 2 and 3).

1+2
Exports Contact Persons with Classifications 1 or 2.

!2
Exports all Contact Persons except those with Classification 2.

1,!2
Exports Contact Persons with Classification 1 but not those with Classification 2 (i.e. Contact Persons with Classifications 1 and 2 are not exported). Note the comma before the exclamation mark in this example.

!1,!2
Exports all Contact Persons except those with Classification 1 or 2 or both. Again, note the comma.