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How do I print out a listing of customers name, address, phone, email

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last updated ‎December 07, 2019 8:02 AM

Need a printout of my client list with addresses, phone numbers.....

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Level 15
Level 15
last updated ‎December 07, 2019 8:02 AM

I think you'll need to create a Custom Homebase View, choose which columns of information you want to include, then print your Homebase List.

From a regular homebase view (not the EF Center), top menu bar click Homebase > Column Headings   remove the ones you don't need/want and add the ones you do.

Before you print the entire list though, do a test run with a handful of clients....if all the columns don't fit on one page, you can get stuck with multiple pages and wasted paper....been there, done that!  😄


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Highlighted
Level 15
Level 15
last updated ‎December 07, 2019 8:02 AM

I think you'll need to create a Custom Homebase View, choose which columns of information you want to include, then print your Homebase List.

From a regular homebase view (not the EF Center), top menu bar click Homebase > Column Headings   remove the ones you don't need/want and add the ones you do.

Before you print the entire list though, do a test run with a handful of clients....if all the columns don't fit on one page, you can get stuck with multiple pages and wasted paper....been there, done that!  😄


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

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Level 1
last updated ‎December 07, 2019 8:02 AM

Sorry but you didn't let us know what to do after you addressing the columns and how to print the result.

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Level 1
last updated ‎December 07, 2019 8:02 AM

How do you print the result? Will this be a list or the returns themselves?

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Level 1
last updated ‎December 07, 2019 8:02 AM

I just want a list for the time being. 

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