Mailing list from ProSeries Basic

kindracpa · ‎11-24-2021

I am trying to export a mailing list from ProSeries Basic. Based on the posts I have read, it looks like I need to create a custom view of my HomeBase and then export it. However, when I get to the screen that should allow me to create a custom view and click on the bar that says "Create Custom View", nothing happens. Any ideas/thoughts would be appreciated.

Just-Lisa-Now- · ‎11-24-2021

Im not sure if you can do it in Basic. @TaxGuyBill you know Basic, can this be done? Or do they need to use Professional for this?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

TaxGuyBill · ‎11-24-2021

I think it needs to be done in Professional. So you can transfer your clients into Professional, and do it from there.