Trying to access a list of your client's contacts? Don't worry at all, we got you covered!
This article will guide you through the whole process of accessing the contacts list from different client files and also exporting a list of them.
Accessing contacts list via client files
1. Go to the Client file > Contacts > click on Employer/Insurer/Treater/Lawyer
2. In the respective areas, click Employer List/Insurer List/Treater List/Lawyer List
Accessing contacts list via data backup
1. Go to Setup > Settings > Data backup
2. Click Run new backup > enter your phone number > tick the relevant contacts and Save Backup
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