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,

•	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,

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.

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