Has anyone created a mailing list from Homebase? I believe you can export to excel, but not sure how to select the information needed and export.
Thanks in advance!
Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This sounds like it is geared towards ProSeries. If this question is, it would be better asked here:
Please take a look at this knowledge base as I believe it will help to answer your questions:
How do I use the HomeBase view in ProSeries?
Thank you @Just-Lisa-Now- for replying!