Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »


Learn how to manage your data in the system.

Admin users can export the full list of clients and their details on variours formats.

Client Portfolio:

Full export of client profiles

Use the "Export" option in the Client Dashboard template:


Selective export of client profiles

Use the print button and make the choice of your columns

  • No labels