If you’re using version 3 - click here for the transition milestone dates and the transition calls.

Can I download the clients' answers to forms and export them in Excel?


Yes. If you go to CONTACTS TAB > CONTACT NAME > "Forms" tab > click on each form > select your desired version of the dated answers from the saved archive > click on the button "SHOW ANSWERS" and use the link "download as csv" at the bottom of the page, next to the "Print" button. This will download a file on your computer that you can open in Excel.

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