Contact Manager:

 

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.