Universal Certholder files

Started by Coral, July 22, 2010, 02:38:50 PM

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Coral

How do I get a list of all of holders in the universal certholder file to excel?
Coral Benton
Epic Online

Ray Alvarez

In the reports area, select Reports - Forms and in the Report Choices area, the last one is Universal Cert Holder List.  In the Output Destination box, select Excel - Raw Data.
Ray Alvarez, AAI, AIS
Petschauer Insurance Agency
New York City
TAM 2014;
Exchange; Win2003 Server; 15 Users
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Coral

Thank you - you would think if you did a search files that it would be there with the other files.
Coral Benton
Epic Online