How to export client contact information | Scribe

    How to export client contact information

    • Harry Edwards |
    • 3 steps |
    • 8 seconds
    1
    Click "Export Clients..."
    2
    Select applicable client statuses and click "Export CSV"
    3
    Exported client information will be downloaded as a CSV file. Currently, client financial data cannot be exported - only contact information. To learn how to export a client's financial statement or one-page plan, click below: [https://scribehow.com/shared/How_to_Download_Client_Financial_Statements_in_Elements__cj1NZgxZTxeLTBa4FaPqtw](https://scribehow.com/shared/How_to_Download_Client_Financial_Statements_in_Elements__cj1NZgxZTxeLTBa4FaPqtw)