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how can i export client list contact information into a spreadsheet

taxprochristine
Level 2

is there a way to export client contact info into a spreadsheet?

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2 Comments 2
Ephesians3-14
Level 8

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. 

Just-Lisa-Now-
Level 15
Level 15

Top menu bar   HOMEBASE  > Export Contacts

or you can create a custom view for Homebase and Export View


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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