Export Data for Multiple Clients

Use the Export option in the Actions menu to export account updates for a specific type of data for clients that placed accounts with your organization. Data types include bankruptcy, account closings, deceased debtor, demographics, notes, post-dated transactions, and reconciliation. For information about exporting acknowledgments or payments, see Export Acknowledgments for One or More Clients or Export Payments for One or More Clients.

To export data for multiple clients

1. In the menu bar, click Actions > Export > and then click the type of data to export. The Browse for Folder dialog box appears.

2. Click the folder to export the files to and then click OK. The Client Selector dialog box appears.

3. Do one of the following:

• To export data for all clients, click All Receiver Clients.

• To export data for specific clients, click Selected Receiver Clients and then click the clients to include in the export file.

Tip: To select multiple sequential clients, press and hold the Shift key and then click the first and last sequential client. To select multiple non-sequential clients, press and hold the Ctrl key and then click each client.

4.  Click OK. A notification dialog box appears.

5. Click OK.

Related Topics

Export Overview