Nov 07
Question: How do I download my clients list to use in my email program?
Answer: When you click on Clients/Agents and then on Clients you will see a button above the “grid” which will allow you to quickly download all of your clients. Keep in mind you will need special privileges to do this. If you do not see the Download button you will need to get permission from your manager. (managers: you will need to add this privilege to their account by clicking on Administration and then on User Administration and edit their account. Next, add the “Upload/Download Client List” privilege to their account!)


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