Printing Client List with tags
AnsweredI would like to be able to print a client list with a tag name 'Christmas Tree'. I would like to see their notes & contact info.
I do not want to print my whole client list.
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Official comment
Great question Nicole! I think I might know what's tripping you up.
First, click on Filters and filter your client list for the desired tag
Then, click on More Actions>ExportThen, here is the important part to avoid printing the whole list. Set your Rows to Filtered. This will apply the current filters on your screen to your export. As an optional step, you can also customize the columns to only show the information you want to appear. Contact info and notes are included by default
Once your download is complete, you can print this list. Thanks for your question, and if you run into anything else, don't hesitate to leave us a comment! -
A great help! Thank you!
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