2018 DMS Connect Agent Portal Getting Started.doc

Sort Client Records

Client records can be sorted by any column visible in the address book. Simply click on the column header to sort records. You can change the sort from ascending to descending order by clicking on the column header a second time.

Client Export

Click ‘Client Export’ from the menu on the left hand side. A page will open up to confirm your list download, it will also tell you how many records you have on your mailing list.

Your client list will export to an excel spreadsheet sorted by last name (a – z). To print your mailing list from the excel spreadsheet, delete the columns that are not needed, save and print.

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