{"id":261,"date":"2018-01-12T10:54:05","date_gmt":"2018-01-12T18:54:05","guid":{"rendered":"https:\/\/wp.actionlife.com\/sopcommunitycare\/?p=261"},"modified":"2018-09-17T16:29:25","modified_gmt":"2018-09-18T00:29:25","slug":"901-client-list-changes","status":"publish","type":"post","link":"https:\/\/wp.actionlife.com\/sopcommunitycare\/2018\/01\/12\/901-client-list-changes\/","title":{"rendered":"901: Exporting Client List to Excel"},"content":{"rendered":"<ul>\n<li>Using the Client List<\/li>\n<li>Converting the Client List<\/li>\n<li>Setting up Client List Change Notifications in Outlook<\/li>\n<\/ul>\n<p><strong>USING THE CLIENT LIST<\/strong><\/p>\n<p>Community Care recognizes the Client List as the authority when determining the current Manager, Sr. Manager, Manager Assistant, etc.\u00a0 Changes to the Client List are made by the current Office Manager in the Irvine Office at the request of the Senior Manager.\u00a0 Once the Client List is updated, the Lookup website\u00a0https:\/\/lookup.actionlife.com will reflect the change immediately.\u00a0 The Management App, however, must be manually updated by I.T.<\/p>\n<p>&nbsp;<\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>CONVERTING THE CLIENT LIST\u00a0 &#8211; <span style=\"color: #ff0000\">MUST USE INTERNET EXPLORER (GOOGLE CHROME WILL NOT WORK)<\/span><\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><span style=\"color: #ff0000\">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.<\/span> A hard copy of the Client List is located on Christy\u2019s desk. She prints a new copy whenever there are changes in the Client List.<\/p>\n<p>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.<\/p>\n<ol>\n<li><strong>\u00a0<\/strong><span style=\"text-indent: -1.5em\">Go to the Client List on the intranet\u00a0 &#8211; (must use Internet Explorer)<\/span>\n<ol>\n<li><a href=\"http:\/\/home.actionlife.com\/departments\/Lists\/Associations\/AllItems.aspx\">http:\/\/home.actionlife.com\/departments\/Lists\/Associations\/AllItems.aspx<\/a><\/li>\n<\/ol>\n<\/li>\n<li>Click on <span style=\"color: #ff0000\"><strong><em>List<\/em><\/strong> <\/span>in the top left hand corner<\/li>\n<li>At the top of the web page, towards the middle, click on <span style=\"color: #ff0000\"><strong><em>Export to Excel<\/em><\/strong><\/span>, then at the very bottom of the page, click <strong><em><span style=\"color: #ff0000\">Open<\/span>.<a href=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-262\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img1.png\" alt=\"\" width=\"1440\" height=\"860\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img1.png 1440w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img1-300x179.png 300w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img1-768x459.png 768w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img1-1024x612.png 1024w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/a><\/em><\/strong><\/li>\n<li><span style=\"text-indent: -1.5em;color: #333333\">Click on Enable<\/span><a href=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img2.png\"><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-263\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img2.png\" alt=\"\" width=\"408\" height=\"192\" srcset=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img2.png 408w, https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img2-300x141.png 300w\" sizes=\"auto, (max-width: 408px) 100vw, 408px\" \/><\/a><\/li>\n<li>If this screen comes up (selections should be \u201cTable\u201d and \u201cNew workbook\u201d) click OK.<a href=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-264\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img3.png\" alt=\"\" width=\"300\" height=\"271\" \/><\/a><\/li>\n<li>You will then click on the \u201c<strong>$<\/strong>\u201d sign located in the top left hand corner<a href=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img7-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-269\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img7-2.png\" alt=\"\" width=\"161\" height=\"63\" \/><\/a><\/li>\n<li>Your client list will now be ready to print!<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><strong>SETTING UP CLIENT LIST CHANGE NOTIFICATIONS IN OUTLOOK<\/strong><\/p>\n<ul>\n<li>This will allow an alert to be sent via email to you every time a change is made to the Client List.<\/li>\n<\/ul>\n<ol>\n<li>Go to the client list on the intranet\n<ol>\n<li><a href=\"http:\/\/home.actionlife.com\/departments\/Lists\/Associations\/AllItems.aspx\">http:\/\/home.actionlife.com\/departments\/Lists\/Associations\/AllItems.aspx<\/a><\/li>\n<\/ol>\n<\/li>\n<li>Click on <span style=\"color: #ff0000\"><strong><em>List<\/em><\/strong><\/span>, located in the top left hand corner<\/li>\n<li>Click on <span style=\"color: #ff0000\"><strong><em>Alert Me<\/em> <\/strong><\/span>, located at the top of the web page and in the middle<a href=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img5-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-270\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img5-1.png\" alt=\"\" width=\"275\" height=\"164\" \/><\/a><\/li>\n<li>You would then click on the option, <span style=\"color: #ff0000\"><strong><em>Set alert on the list<a href=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-271\" src=\"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-content\/uploads\/sites\/180\/2018\/01\/901img6.png\" alt=\"\" width=\"295\" height=\"176\" \/><\/a><\/em><\/strong><\/span><\/li>\n<li>A window will pop up and all the way at the bottom or at the top of the window, you will click on <strong><em>OK<\/em><\/strong><\/li>\n<li>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!<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.\u00a0 Changes to the Client List are made by the current Office Manager in the Irvine Office [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-261","post","type-post","status-publish","format-standard","hentry","category-9-miscellaneous"],"_links":{"self":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/261","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/comments?post=261"}],"version-history":[{"count":0,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/261\/revisions"}],"wp:attachment":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/media?parent=261"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/categories?post=261"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/tags?post=261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}