We are trying to obtain/extract a mailing list from our Profile program data for export to another program. Does anyone know how this can be done?


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ProFile has a very powerful function to do this: It starts with pressing F3 to bring up your ProFile client database. then click on filter to get the records you want. For example, de-select all tax years except 2014 and then click Apply Filters then X (in the top right corner of that window). Then your list of clients will appear (in this case all your 2014 clients). Right click anywhere in the list and Select All. Right click again and Export... Your slection of clients shows up in an Export window. Click Options in the bottom left, then Add in the top right to select which fields you want for each record. After this is done (you'll have to do these last two steps for each field you want) click format, type in a filename and folder to receive your data export (it will be a .txt file ready to import into your other software.

This is a very powerful feature of ProFile and I'm certain you will find many other uses for it.

Happy exporting!!!

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