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How do I manage Client export?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Clients tab and Click on the Main Client Info tab. | |
3. | Hover over the REPORTS drop down and Click on the Client Export option. | |
4. | It will download the document of Main Client Info grid which will be exported to an XLS document. |
Note: - If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
Riyaz Mirza
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