There's a new way to search your clients by the client notes date. Now you have an easy way to review all of the client notes written this month.
And you can download the search results three ways. Download clients in vCard 3.0 the file format standard for electronic business cards supported by programs like Gmail, Yahoo! Mail, and Mozilla Thunderbird. Or, download clients in spreadsheet format either with or without client notes. The spreadsheet format download will save a file in comma-separated values (.csv) format which is supported by programs like Microsoft Excel, LibreOffice, OpenOffice, and Google Docs.
Where: Clients > Advanced Clients Search & Export