{"id":17014,"date":"2024-04-23T08:18:52","date_gmt":"2024-04-23T08:18:52","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%ad%d9%85%d9%8a%d9%84-%d9%86%d8%b3%d8%ae%d8%a9-%d8%a7%d8%ad%d8%aa%d9%8a%d8%a7%d8%b7%d9%8a%d8%a9-%d9%84%d9%85%d8%b9%d9%84%d9%88%d9%85%d8%a7%d8%aa-%d8%a7%d9%84%d8%a7%d8%aa%d8%b5%d8%a7%d9%84\/"},"modified":"2025-03-05T12:16:21","modified_gmt":"2025-03-05T12:16:21","slug":"downloading-a-backup-copy-of-the-clients-contact-info","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/downloading-a-backup-copy-of-the-clients-contact-info\/","title":{"rendered":"Downloading a Backup Copy of the Clients’ Contact Info in the System"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1714397686222{margin-left: 200px !important;}”]<\/p>\n

Keeping a backup of client contact information benefits you in many marketing and administrative operations, and allows you to download an organized copy of this data in the form of an Excel file.<\/p>\n

[\/vc_column_text][vc_custom_heading text=”How to view the Client’s Contact Info ” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1741176608913{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1741176772345{margin-left: 200px !important;}”]<\/p>\n

You can view the clients data by clicking on “Manage Clients”<\/strong> under “Clients”<\/strong> in the main menu, then clicking on the desired client to review their contact information, or you can simply see it externally next to the client’s\u00a0 name.<\/p>\n

\"\"[\/vc_column_text][vc_custom_heading text=”How to Download a Backup Copy of your Clients’ Contact Info” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1714397948752{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741176975539{margin-left: 200px !important;}”]<\/p>\n

To download a backup of your clients’ contact information registered on the system, click on “Account Information”<\/strong> under “Settings”<\/strong> in the main menu, then click the “Download Backup”<\/strong> button.<\/p>\n

\"\"<\/p>\n

Click on “Client Contacts”<\/strong><\/p>\n

and choose the format<\/p>\n

CSV, specified as Comma Separated<\/p>\n

then press the “Download”<\/strong> button.<\/p>\n

\"\"<\/p>\n

Afterwards, you will find the Excel file with the client contact information on your device.<\/p>\n

\"\"<\/p>\n

You can review the data inside it as follows.<\/p>\n

\"\"[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2130,2126,2131],"tags":[],"class_list":["post-17014","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-clients","category-manage-clients"],"yoast_head":"\nDownloading a Backup Copy of the Clients' Contact Info in the System - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/downloading-a-backup-copy-of-the-clients-contact-info\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Downloading a Backup Copy of the Clients' Contact Info in the System - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1714397686222{margin-left: 200px !important;}”] Keeping a backup of client contact information benefits you in many marketing and administrative operations, and allows you to download an organized copy of this data in the form of an Excel file. 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