HELP FILE

How to export contacts

You can export BoldChat contacts using comma-separated-values (CSV) formatted files.

Note: An Enterprise subscription is required.
Note: Exported items are not removed or deleted. They will remain in the existing lists and folders.
  1. On the left pane of the desktop Operator Client, open the Contacts folder. The left pane is updated with contact folders. The upper-right area displays a list of contacts for the selected contact folder.
  2. Select the contacts to export. Select the first row of the contacts to export, hold Shift, then select the last row of the contacts to export.
  3. In the upper-right corner, above the list of tickets, click the Export contacts icon (box with red arrow). The Choose Export Template window is displayed.
  4. Choose the template to use, then click OK. The Export Selection window is displayed.
  5. In the Export Selection window, give a file name and navigate to the location where the export file should be saved.
  6. Click Save.