The Contact Manager, located in the Client Management section, allows you to print client lists, pulling in specific, printable, information.
- Click on Contact Manger.
- Choose the Data To Display.
- Choose how you want your client information displayed.
- Select the client(s) to be displayed - Hold down the Ctrl key while clicking on clients to choose more than one client.
- Click on Display to process your report.
- Once report is completed, you can select Print Window or Close Window.