Exporting Client Details for External Use

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You can export client details from SchemeServe for use in other systems. For example; for the creation of mailing lists.

Data is exported as a comma separated variable (CSV) file.

Exporting Client Details

  1. Log in to SchemeServe
  2. Click on the Clients Tab
  3. Click on the Export Clients Button
  4. Click the drop down menu to select the Group
  5. Click on the Export to CSV(All) Link to export all members of the selected Group or Click on the Export to CSV(On Cover, Completed) Link to only export those Clients that are On Cover and Completed
  6. Click the Save File Button to save the CSV File

Video Tutorial

See Also:

Searching for existing Clients

Jumping straight to a specific Client

Editing Client account details

Importing Client Details from External Sources