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Fields Included in Export Options

support-export-options-fields.jpg

Only the Account Owner and Administrators can export people from Brivity. To export contacts, got to the "Person" or "Lead" tab, select the contacts that you'd like to export, and click the "export" button in the top right corner of the screen.

Below is an explanation of the included fields in each export option. 

 "All fields" - this option includes all Brivity export options

  • First Name
  • Last Name
  • Email: Personal, Work
  • Phone: Home, Mobile, Work
  • Type
  • Status
  • Intention
  • Source
  • Primary Agent
  • Submitted Date (mm/dd/yyyy)
  • Birthdate (mm/dd/yyyy)
  • Marital Status
  • Anniversary
  • Facebook
  • Twitter
  • Envelope Salutation
  • Letter Salutation
  • Home: Street Address, City, State/Province, Postal Code
  • Mailing:Street Address, City, State/Province, Postal Code
  • Work: Street Address, City, State/Province, Postal Code
  • Other: Street Address, City, State/Province, Postal Code
  • Country
  • Description
  • Tags

 "Dialer list" - this option includes the same fields as the "All fields" export option listed above

 "Key contact details" - includes name, address, email and phone

  • First Name
  • Last Name
  • Email: Personal, Work
  • Phone: Home, Mobile, Work
  • Home: Street Address, City, State/Province, Postal Code
  • Mailing: Street Address, City, State/Province, Postal Code
  • Work: Street Address, City, State/Province, Postal Code
  • Other: Street Address, City, State/Province, Postal Code
  • Country

4-01-01.png "Email list" - email address and name

  • First Name
  • Last Name
  • Envelope Salutation
  • Letter Salutation
  • Email: Personal, Work

5-01.png "Mailing list" - (address, salutation and name)

This option allows you to specify how you want to export your contact addresses. Note that contacts without an address will not be exported.

      a-02.png "Export only mailing address and salutations."

  • First Name
  • Last Name
  • Envelope Salutation
  • Letter Salutation
  • Mailing: Street Address, City, State/Province, Postal Code
  • Country

      b-03.png "Export all addresses and salutations"

  • First Name
  • Last Name
  • Envelope Salutation
  • Letter Salutation
  • Home: Street Address, City, State/Province, Postal Code
  • Mailing: Street Address, City, State/Province, Postal Code
  • Work: Street Address, City, State/Province, Postal Code
  • Other: Street Address, City, State/Province, Postal Code
  • Country

 

Do you still need help? Please call us talkdesk(855) 427-4848 or email support@brivity.com.

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