AffiniPay

Whether your firm wants to send out holiday cards, import contacts with their emails to MailChimp for a monthly newsletter, or create mailing labels, the Client Report is the best place to find this information. You may need to scroll over on your browser to see all the columns.

Note: A user must have the Client Report Page Access permission.

- Navigate to the Clients Report.
- Note: A user must have the Client Report Page Access permission.

- Set the desired filters of the report.
- Click Update.

Click the Export Icon on the right-hand side of the report.

- Click the Export Icon on the right-hand side of the report.
- Select CSV or Excel.

Open the CSV or Excel and sort or remove any necessary columns.

- Open the CSV or Excel and sort or remove any necessary columns.

Export a List of All of Clients with Addresses and Emails for Holiday Cards

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Track the progress of all tickets related to your company.

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