Export Client List

Modified on 2017/09/19 21:15 by Adam — Categorized as: Uncategorized

Produce a list of your client data you have stored within the Surety and Surety Pro accounts.

Click the File drop down and go to Export > Export Client  
Image

A simple dialogue will appear to allow you to download the client list of the currently selected Location.
Click Download File to download the file to your computer or device in a Tab Delimited (*.txt) format that can be opened within many spreadsheet programs including Microsoft Excel.

Image

Note: Your browser's settings will determine how and where the file is downloaded.

The columns produced are the same as what is located within the Client List

Image

For further help, please contact AgriData, Inc. support at:

701-746-8580

Related Pages: