startExport Data
How To

Export Data

CCH iFirm Contact Management System
Last update: Reading time 1 minutes
Data Export

    Export Data

    Export Data can be accessed under Reports from the left panel.

    CCH_iFirm_Contact_Management_System_CMS_9Z9i.png

     

    Client Notes Data, Client Relationship Data and Contact Address Details reports can be generated and exported to .csv and can then be opened from the Downloads area.

    CCH_iFirm_Contact_Management_System_CMS_9Z9J.png

     

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