How do I export client contacts?

This report allows you to identify all contacts you've established for your clients when you've identified their relationship to the client.

For instance, if you would like to export the names of the doctors of your clients, perhaps to notify them of something, you can do so from REPORTS AND FORMS (if you have access to this).

Choose CLIENTS.

The second report on the Client tab is Client Alternate Contacts Export.  It's called an Export because you can change the fields in the view if you want, and/or export the data to another application.

Put the Criteria you want in the fields that are appropriate.  In the below example, we want a list of all of our clients' Mothers, so left all fields blank but in Relationships, chose "Mother" from the drop down menu.

Click on SUBMIT CRITERIA.

The resulting report can be customised and then exported as you may wish.