Univex NeatScan, NeatReceipts, NeatDesk manual 102, Personalizing the Business Card Organizer

NeatWorks allows you to export your contacts to CSV. To do so:

1.Select the Contact(s) you want to export.

2.From the Toolbar, choose Export.

3.From the Export submenu, choose CSV.

4.Under the Select Range heading, click the Selected Contacts button to export only those rows selected in the Contacts Grid or leave All Contacts in Grid selected to export all of your contacts.

5.Click Export to export the data file.

6.Use the Save In dropdown list to navigate to the folder in which you want to save the exported file.

7.In the Save As dialog box, type a file name.

8.In the Save as type dropdown list, leave the default file type suggested.

9.Click Save.

Personalizing the Business Card Organizer

You can personalize the Business Card Organizer by showing/hiding columns, moving columns, resizing column widths, or modifying a column or field name. These tasks are described in the following topics:

•Showing and Hiding Contacts Grid Columns

•Moving Columns

•Resizing Column Widths

•Understanding the Attached Column Icons

Showing/Hiding Contacts Grid Columns

By default, not all columns are displayed in the Contacts Grid. You can choose to show or hide columns as needed.

1.From the Tools menu, choose Show/Hide Columns > Grid Columns.

2.Select an unchecked item in the menu to add it to the grid, or select a checked item in the menu to remove it from the grid. You can always add it back later.

Moving Columns

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