It's easy to export your client list, see the step by step instructions below.
While in setup mode under "Add Clients" click the import client button.
Export a Client Report
While in Fons, navigate to Clients tab
Click the "Actions" drop down
Select "Export Client List"
Fill in the Fields
You can choose the Format CSV or PDF format.
If you choose PDF you will have the option to Open or Download
Click Open or Download report
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