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- From the list of clients click the File menu and choose Print.
- Choose Custom, then Print again.
- A Quick Report Editor window will appear. At the bottom, scroll down through the list of fields and double click anything you wish to export from your list of clients. We recommend:
- First Name
- Last Name
- Email_Addr
- Once all fields are selected for your report, go to the File menu and choose Print Destination. Place a check in Disk File by clicking it once.
- Go back to the File menu and choose Generate.
- The system will prompt you for a location to save the results of the export. Name and save the results as you wish.
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