Export Client Contact Details
Contact details for Clients can be exported from one of two reports into Excel for use externally to Bp Allied. These are:
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Contact Details Export Report
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This exports ALL Client records
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Full Client List Report using the Export Contact Details...button.
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This option is used if not all Client details are required for exporting, for example Clients could be filtered to exclude Inactive Clients or only include Mailing List clients.
To export Client Contact Details
Go to Reports
Select Contact Details Export
OR
Select Full Client List
Filter the Client information required
Click on Export Contact Details
The Contact Details Export form will display
