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CounSol User Guide

Navigation: Clients 

Export Clients List/Info

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How to export a list of all active clients' demographic information:

 

1. Select the Clients icon.

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2. Scroll to bottom of the page and click the Active Clients - List Download Zip/CSV link.

 

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3. Select the fields you would like to include in the export list, then click the List Download Zip/CSV button.

 

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