Can I Export My Client or Jobs List
The account admin can export clients to Excel, print a pdf version, and copy the data.
Please follow these steps to export the client list, print a pdf version, and copy the data.
Step 1: Click on the dashboard module.
Step 2: Click on the type you wish to performs within the export grid.
Step 3: Dashboard tabs can be exported into a CSV file, copied and pasted into Excel, or printed
Step 4: Click on either icon with an export symbol to export the information.
Step 2: Click on the type you wish to performs within the export grid.
Step 3: Dashboard tabs can be exported into a CSV file, copied and pasted into Excel, or printed
Step 4: Click on either icon with an export symbol to export the information.
