How to export Contacts for a Client
Navigate to Sage Click on Contacts Change the "data provider" filter to "customer" Find the Client in the dropdown If you can't find the client in the dropdown you will have to Click Manage Filters Add a New Filter Phase = Phase 2 Filter Name= Short name for the client (i.e. BHHS Homesale) Select :Customer Name" for filter by Keep "Like" Enter the company name exactly as it is set up in Sage into the last field Click Create Filter Click Go Once data is loaded you can export