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F
Farris
Level 1
January 22, 2024
Question

How can I print a list of my 2022 individual clients just the name and client number

  • January 22, 2024
  • 2 replies
  • 8 views
what are the steps
This topic has been closed for replies.

2 replies

S
strongsilence
Level 10
January 22, 2024

These are the steps for printing a list of clients.

Client < Group Select (this will include all the clients in the database report)

then

Print < Database Reports

 

You'll see some tabs including Client Lists.

S
strongsilence
Level 10
January 22, 2024

a question backatcha:

How can I export my client list into excel or similar file?

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