taxprochristine
Level 2
3 weeks ago
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is there a way to export client contact info into a spreadsheet?
2 Replies 2
Ephesians3-14
Level 7
3 weeks ago
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You can - but it's super limited in terms of what you can get out of the data.
Go to HOMEBASE on the menu and check it out. It's right there in the selection of the drop down list.
Level 15
3 weeks ago
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Top menu bar HOMEBASE > Export Contacts
or you can create a custom view for Homebase and Export View
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪