Currently, only client contact data can be exported from the portal - see the below tutorial. Financial data currently cannot be exported.
https://scribehow.com/shared/How_to_export_client_contact_information__UKfA-CCGTXKcDGf87lAy_g
Currently, only client contact data can be exported from the portal - see the below tutorial. Financial data currently cannot be exported.
https://scribehow.com/shared/How_to_export_client_contact_information__UKfA-CCGTXKcDGf87lAy_g
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