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client list in lacerte
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bob4743
Level 1
11-04-2020
02:45 PM
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how do I create a list of just client email addresses?
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George4Tacks
Level 15
11-04-2020
04:14 PM
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Highlight the clients (Use F3 and select all?)
Print > Database Report > Custom > Make up a name like "e-mail" > OK
Client information > pick which you want Client Full Name then TP email or SP email or both > Click the > to add to the list at the right. Click Preview or Print when done.
When you click Close you will be offered a chance to save the report settings.
Answers are easy. Questions are hard!
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