Export Status Notes

Use the Process tab in the Client Configuration window to export status changes notes your organization added or updated for accounts that the client placed with your organization.

To export status notes

1. In the AIM Receiver Manager window, in the Name column of the data grid, click the Client icon. The Client Configuration window appears, with the General tab selected.

2. Click the Process tab.

3. In the Export section, click Notes (ASTS). The Save As dialog box appears.

4. Click the folder to save the export file to and then click Save. A notification dialog box appears.

5. Click OK.

Related Topics

Export Overview