The need to have direct access to member information and in a format that can be easily exported is important to administrators. So, we’ve made it easy to export all the account information that is collected during setup and more. With this new feature, we put the data where it belongs, at your finger tips in an easy to download format.
To view a list of all accounts go to: Accounts | All Accounts | Export. Further if you would like to see all the people within those accounts you can export all the related people. First, Select All, mouse over “Accounts“on the top selections menu- Accounts(#) and then Select Related>People. You can then mouse over”People“andExport.