Export a Mail Out to CSV (Mail Merge/Mail House)
After creating a mailing/mailout you can export this data as a CSV file for use in a Microsoft Mail Merge...
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Exporting your Browse List to a Client Report
From Reports > Browse List you can manipulate clients based upon all different criteria. You can then export this list... -
Disabling Basic Financial Information on Browse List Exports
By default, when exporting data from Reports > Browse List and choosing the Export as a Report some extra columns... -
Exporting an Email (from Outlook) to a Client Attachment
If you have an email you wish to save as a client attachment in your Microsoft Outlook, you can export...