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How to download profile details of particular clients |
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Answered by
Divwork92
Jul 27, 2023
Replies: 1 comment
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You can add all the profile related information like email address, mobile number, gst number, bank details, father's name, director's name , etc under profile module. For adding profile, you require permission. To download profile client wise, go to profile list. From top select all the fields as mentioned . Right click on any cell and export to excel. Once you have exported, apply filters on Excel and look for client number wise. |
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Answer selected by
shwecchajain
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You can add all the profile related information like email address, mobile number, gst number, bank details, father's name, director's name , etc under profile module.
For adding profile, you require permission.
To download profile client wise, go to profile list. From top select all the fields as mentioned .
Right click on any cell and export to excel.
Once you have exported, apply filters on Excel and look for client number wise.