Filter & Select Multiple Clients

  • Navigate to the Clients screen in your main navigation menu on the left
  • Select the desired Clients either by: 
  • Selecting individually using the checkbox to the left 
  • Selecting all Clients on the screen by clicking the checkbox to the top of the column Using the ‘Select All’ link to the right of the Filter button at the top of the list – this differs from the above in that you will select all the Clients, from all the Pages listed 
  • Using Advanced Search to filter your list of Clients Select ‘Export’ from the drop down at the top of the Client list, Click Apply, Select the Fields to Export, Review the list of Clients to be Exported, Click Submit, this will then be emailed to you. 
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