How to print or export a client list

You can print a client list or export  a client list to Excel format document and further edit and manage in excel.

Printing and Exporting Clients

Perform search (quick search or advanced search) to find the desired client or clients.

At the main contact layout select "contact list" button which will print a listing of all the found set of clients or you can select "export clients" button to export that same found set to your desk top  

When you select a given client row, key information is displayed at in the header