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Mailing list from ProSeries Basic
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kindracpa
Level 3
11-24-2021
11:02 AM
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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.
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Just-Lisa-Now-
Level 15
11-24-2021
11:46 AM
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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
Level 15
11-24-2021
11:53 AM
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I think it needs to be done in Professional. So you can transfer your clients into Professional, and do it from there.
