Need a printout of my client list with addresses, phone numbers.....
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I think you'll need to create a Custom Homebase View, choose which columns of information you want to include, then print your Homebase List.
From a regular homebase view (not the EF Center), top menu bar click Homebase > Column Headings remove the ones you don't need/want and add the ones you do.
Before you print the entire list though, do a test run with a handful of clients....if all the columns don't fit on one page, you can get stuck with multiple pages and wasted paper....been there, done that! 😄
I think you'll need to create a Custom Homebase View, choose which columns of information you want to include, then print your Homebase List.
From a regular homebase view (not the EF Center), top menu bar click Homebase > Column Headings remove the ones you don't need/want and add the ones you do.
Before you print the entire list though, do a test run with a handful of clients....if all the columns don't fit on one page, you can get stuck with multiple pages and wasted paper....been there, done that! 😄
Sorry but you didn't let us know what to do after you addressing the columns and how to print the result.
How do you print the result? Will this be a list or the returns themselves?
I just want a list for the time being.
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