Export Constituents

Within the Constituents module, Owners can export details for constituents by refining their SeeClickFix 311 CRM export using search and tags. The details will be emailed to the Owner in the chosen format.

Instructions

1. Sign in to your site

2. Select the Constituents tab

3. Use Search Constituents and/or Tags to refine the list.

   Note:

   Refresh your browser anytime you're using Search or Tags before exporting to clear the cache.

4. Select Export.

5. Within the pop-up, select Export.

6. Select the CSV file or XLSX file option. Once selected, you will also receive an email with the export list.