List of all Files

List of all Files 

VIEWS AND REPORTS -> CONTACT -> CONTACTS tab.  Click on the chevron/checkmark type icon. 

In the Options screen click in the "View" box at the top left of the screen.  Choose "All Active Files" from the dropdown list. 

Optional report configurations:  update the "Sort Order", Include Clients, Vendors, Other, and Exclude on hold files. 

Press the "Play" button at the bottom left of the screen to view the list (it may take a while to produce to the screen). 

Report can also be run to an Excel File or a PDF instead of to the screen (if it is quite large).