Exporting the Client Register
Client Import/Export 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,
The Export Options dialog will be displayed,
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,
Moves the selected field to available.
Moves all selected fields to available.
Moves the available field to selected.
Moves all available fields to selected.
Selected fields can be ordered using the arrow icons,
Moves the selected field up one spot.
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.