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CUSTOMERS - Export

Export your Customer list to Excel

ExportIcon Export Customers

CustomersListExport
  • option to first set a FiltersIcon Filter to establish which Customers will be Exported (will export exact records / column layout / colourization / sorting) - see Filters 
  • click   Export
  • choose the location, File Name, and Save as type (.xlsx or .csv)
  • Save
  • option to Open File right away 
  • from excel, make any changes or build any desired formulas