Export Client Queries

Lauren

• July 08, 2023 12:30

Hi, 

I prefer to email my client queries at the moment, rather than send through the software. It would be great if we could export these to email, or even just an easy format with essential info (e.g. .txt) to copy into an email. 

Thank you. 

0

• Official comment

  

  Alex Johnston

  • July 09, 2023 23:58

  Hi Lauren,

  The current process we recommend is to export client queries to PDF via the "print view" functionality:

  

   

  Please let me know if this works. 

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