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bob4743
Level 1
November 4, 2020
Question

client list in lacerte

  • November 4, 2020
  • 1 reply
  • 6 views

how do I create a list of just client email addresses? 

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
November 4, 2020

Highlight the clients (Use F3 and select all?)

Print > Database Report > Custom > Make up a name like "e-mail" > OK

Client information > pick which you want Client Full Name then  TP email or SP email  or both > Click the > to add to the list at the right. Click Preview or Print when done. 

When you click Close you will be offered a chance to save the report settings. 

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