taxprochristine
Level 2
01-07-2021
05:20 PM
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is there a way to export client contact info into a spreadsheet?
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Ephesians3-14
Level 8
01-07-2021
06:31 PM
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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
01-07-2021
06:37 PM
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Top menu bar HOMEBASE > Export Contacts
or you can create a custom view for Homebase and Export View
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