PLEASE NOTE:   If you need additional fields, such as email and/or phone numbers, you can run those reports in ClientBase.


Advanced search

On the Left, click on RES CARDS

Click Reset

Scroll down to middle of page and enter GROUP Name or Number

Click OK

Use the SELECT COLUMNS to add or remove desired columns.

You can then save this as a SAVED SEARCH to eliminate having to do this over & over.

Contact with any questions.