This report allows you to view the contacts for each of your clients configured in Billdozer.
To help locate a specific client contact, you can filter the displayed contacts by Account Number, Client name, or Name column as required – see Common Tasks/Filtering Lists if required.
The following information is displayed for each client contact:
- Account Number
- Client Name
Click the Export as (csv) icon if you want to export this client contact list to a format that can be viewed and edited in, for example, Microsoft Excel.