How To: Export A List Of Contacts With Addresses For Mailing Holiday Cards

Both a common practice and a genuinely good thing to do, sending cards and letters to your customers around the Holidays can definitely make them feel special and cared for (one of the main purposes of CRM). Thanks to fully customizable reports, JobNimbus is equipped to serve up all the data you need to send these Holiday cards at a moment’s notice. Let’s say you need a list of all your contacts with their mailing addresses. With JobNimbus custom reports, your exported list for Holiday greeting cards is just a few clicks away.

How to Export an Address-Filled Contact List

You could do this a couple of ways: customizing your contact grid, or creating a custom report. By creating a custom report, you have the option to name and save the report to pull from in the future without disturbing your main contacts grid or having to recreate it every time you want an updated version of the list.

Create a Custom Report

First off, you’ll want to log in and go to Reports on the left side navigation. Once here, click the action menu (•••) at the top right corner where it says “My Saved Reports” and choose Create Contacts Report.

Add Columns

Once in your report, use the Add Column option to add in your address information (Address line, City, State, Zip) by just going up to Add Column and choosing each piece of data you want to see as a column on your contact’s list. If there is any other column you’d like to add to your grid, this is a good time to do that. A few good ones to add could be:

  • Date Created. This way, you know exactly when you met this person to reference that date and personalize the message.
  • Date Updated. This might help you see when your last interaction was with this person, providing context to your message.
  • Sales Rep / Owner. Using names they are familiar with will give them that personal, homey feeling.
  • Job Type / Tags. This will provide, again, more context for the message you include.

You can include whatever columns you’d like to provide the best message for your customers. While you’re here, if you want to remove any columns from your grid, just use the Remove Column option.

Save Your Report

Now that your report is set up correctly, you’ll want to give it a proper name to help you identify it later. A good description will also help you give it more detail and make it easier to find next Holiday season. Be sure to set the permissions and number of records shown per page, as well. Once you’ve got everything set up the way you’d like it, it’s time to save your new custom report. To do that, just click the Save button at the top right. Note: You can edit a saved report at any time, so don’t worry if you need to come back and make any changes.

Export to Excel/CSV

Now you can use the Export to Excel (or CSV) option at the top right of this saved grid to export your list of contacts along with all the fields you are now showing. Once you’ve created the report, you’ll see it as an option under the icon with three lines (in the upper right of the screen). If you don’t see the option there, it may be due to your team’s custom permission levels. Some users may be allowed to see the report but not export it. You may need to contact the person on your team who administers your JobNimbus account. For more options and guides through our custom reports, here’s a link to our Reports documentation. This grid customization I described works the same way as when you create a report so you can use this for help if you aren’t sure about the above steps.


Getting ready to send off Holiday cards and letters doesn’t have to be stressful. With JobNimbus, it just takes a one-time setup and you’re ready to send a new card every year. If you happen to need any assistance with exporting your data, contact us at at any time. 

Leave a Reply

Your email address will not be published.

Grow your business

JobNimbus is more than software—it’s a true growth accelerator. Boost efficiency and maximize profit with the simple, all-in-one tool.

Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

Do you need help overcoming life's challenges?

I’m here to help! Make the first step to improve your life by reaching out today.