Go to the 'Client Cases' tab π§
βYou then just need to click on the three little dots and 'Export' π in the top right hand side
βYou can now choose which clients you want to export
β
βFor example, if you want to export by tags, status, or by Staff member choose that selection from the box
βThen click 'Export' π
βYour list will now be downloaded as an Excel sheet and will appear in your downloads β¬οΈ, either at the bottom right-hand side or at the top right-hand of your screen
βClick on it to open it
βYou are now all set to work on your clients list! π
How do I export Clients from Joy?
The following guide will walk you through how to successfully export clients from Joy and how to choose which clients you want to export!
Written by Sonja Gebhardt
Updated over a month ago

