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  3. Sandata Agency Management
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  5. Client Module

Printing a Client List

To print a client list:

1. Navigate to the Client Search screen.

Main Menu > Client

2. Use the search filters to locate the selected clients.

3. Click Print.

The Client Search report is generated as a PDF. From there, it can be saved, downloaded as a PDF or CSV, or printed.

  • Zendesk Designer.5.log-1117815581.zip10 KB

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