How do I manage Client export?

Table of Contents :

• How do I manage Client export?

1.

Login to your account using the username and password provided.

 

2.

Hover over the Clients tab and Click on the Main Client Info tab.

3.

Hover over the REPORTS drop down and Click on the Client Export option.

4.

It will download the document of Main Client Info grid which will be exported to an XLS document.