Can I Export My Client or Jobs List

The account admin has several options to manage client data, including exporting clients to Excel, printing a PDF version, and copying the data. Follow these steps to perform these actions:

Step 1: Access the Client Dashboard module by clicking on it.

Step 2: Choose the specific client from the list for which you want to perform the export.

Step 3: Navigate to the "Job" section, and in the upper right corner, you'll find a settings icon. Click on it.

Step 4: From the options presented, select "Drake Export" to proceed with the export process.

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