Export Exporting the Client Register

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Menu Item Client Import/Export Arrow Head Export

 

The Export Options dialog exports client records to comma delimited text files compatible with Microsoft Excel® and most mail merge applications. Only the fields you select are exported, in the order you specify.

 

To access the Export Options dialog,

 

Select Client (Filer, Entity) Management from the Module menu.
Select Export from the Client Import/Export Bar.

 

The Export Options dialog will be displayed,

 

Client Export Options

Export Options Dialog

 

The Available Fields List contains all fields that can be exported; The Selected Fields List contains all fields that will be exported. Fields can be moved between lists either by double-clicking or by using the selection icons,

 

MoveLeft Moves the selected field to available.

MoveAllLeft Moves all selected fields to available.

MoveRight Moves the available field to selected.

MoveAllRight Moves all available fields to selected.

 

Selected fields can be ordered using the arrow icons,

 

ArrowUp Moves the selected field up one spot.

ArrowDown Moves the selected field down one spot.

 

After selecting and ordering the fields to be exported, click the Begin button. You will be prompted to select a file name to contain the export.

 

note Notes

 

If the Include descriptive header record indicator is checked, the first record of the resultant export file will be a comma separated list of the selected field names.
By default, the export file is saved in a sub-folder of Account Ability named EXPORT.
Shortcut Key = CTRL+X