Abtrac client contacts search screen is the first point of call to quickly look up details about any client, contact, or person.
Once logged in you can click the following link to see the page, or go to Clients, Contacts & Jobs then Search People.
Use this screen as your contact management, phone book, or even your mailing list.
You can search most fields related to a client person.
You can export any data from Abtrac to Microsoft Excel for analysis via the ‘Reports’ screen.
In some instances, for commonly exported screens and reports, the data is ‘pre-cleaned’ and will export in a similar format to the report preview.
In other instances, the export may result in ‘messy’ data, where the formatting is not as expected. This export format depends on the report data and your version of Microsoft.
You may need to ‘clean up’ the exported file in order to remove blanks and groupings from the original report. Read on for tips on using MS Excel to tidy up your exported information, and how to export data from reports and other screens in AbtracOnLine.
Abtrac | Knowledge Base 