Objective:
- Can I generate a report on company clients email addresses
- How can I export a report to display all emails of corporate clients
- How do I produce a CSV or PDF file with all client information
Environment:
- Clio Manage
Procedure:
- Select the Contacts tab on the black bar
- Click on the Filters drop down menu
- Under Contact Category select Company
- Under Contact Type select Client
- Apply Filters
- Select Export located at the bottom of the page
- Select which format you require
- Select Export