SOP – Community Care

901: Exporting Client List to Excel

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by

kdub
in
  • Using the Client List
  • Converting the Client List
  • Setting up Client List Change Notifications in Outlook

USING THE CLIENT LIST

Community Care recognizes the Client List as the authority when determining the current Manager, Sr. Manager, Manager Assistant, etc.  Changes to the Client List are made by the current Office Manager in the Irvine Office at the request of the Senior Manager.  Once the Client List is updated, the Lookup website https://lookup.actionlife.com will reflect the change immediately.  The Management App, however, must be manually updated by I.T.

 

The Client List can be sorted by Manager, Sr. Manager, etc. and can be useful if you must know (for example) all of the associations managed by a particular Manager.

 

CONVERTING THE CLIENT LIST  – MUST USE INTERNET EXPLORER (GOOGLE CHROME WILL NOT WORK)

 

Although the information from the Client List appears on Lookup, there may be other occasions when a copy of the Client List may be necessary to obtain. A hard copy of the Client List is located on Christy’s desk. She prints a new copy whenever there are changes in the Client List.

Before converting the Client List to Excel form, you will need to contact IT to create the file on your computer. Once he has created the file on your computer, you may begin the process below. The screens may very slightly from computer to computer.

  1.  Go to the Client List on the intranet  – (must use Internet Explorer)
    1. http://home.actionlife.com/departments/Lists/Associations/AllItems.aspx
  2. Click on List in the top left hand corner
  3. At the top of the web page, towards the middle, click on Export to Excel, then at the very bottom of the page, click Open.
  4. Click on Enable
  5. If this screen comes up (selections should be “Table” and “New workbook”) click OK.
  6. You will then click on the “$” sign located in the top left hand corner
  7. Your client list will now be ready to print!

 

SETTING UP CLIENT LIST CHANGE NOTIFICATIONS IN OUTLOOK

  • This will allow an alert to be sent via email to you every time a change is made to the Client List.
  1. Go to the client list on the intranet
    1. http://home.actionlife.com/departments/Lists/Associations/AllItems.aspx
  2. Click on List, located in the top left hand corner
  3. Click on Alert Me , located at the top of the web page and in the middle
  4. You would then click on the option, Set alert on the list
  5. A window will pop up and all the way at the bottom or at the top of the window, you will click on OK
  6. Your notification alerts are now complete! You will receive a confirmation email letting you know that your alert was created successfully! You will now receive an email every time a change is made to the client list!