Users with access to their company's Client Data area can export product information in a spreadsheet from the Client Product Master .
1. Go to Client Data
2. Click on Reports
3. Select Client Product Master Report and select your sorting option, Sort by Product Code or Sort by Schedule B Number.


1. Go to Client Data

3. Select Client Product Master Report and select your sorting option, Sort by Product Code or Sort by Schedule B Number.


The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.