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client list in lacerte

Level 1

how do I create a list of just client email addresses? 

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1 Comment 1
Level 15

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. 

Here's wishing you many Happy Returns
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