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QUESTION: We would like to create a mailing list in Excel to use as a mail-merge data source. The Client-Matter report does not export well into either an .xls or .csv file. Is there another way to get the information we need into a useable format?
RESPONSE: From the reports - client and matter submenu you an launch the client and matter excel export. This tool allows you to select the fields you want to export as well as offers filter options to limit the clients and matters to be included. Because you are looking for a mailing list, you will want to export at least one of the contact types (for example billing contact) as this will include the address.