Exporting Your Customers from PrintSmith

 

Step      Action

  1.         Select {Reports}, then select {Report Writer}.

 


  2.         Select the New Report Wizard Icon.

 

  3.         Select {Customers} from the Create Report From drop-down menu.
  4.          Place Check Marks next to the following headings:

    • Customers: account number
    • Customers: name
    • Customers: inv street 1
    • Customers: inv street 2
    • Customers: inv city
    • Customers: inv zip
    • Customers: inv state
    • Customers: inv country
    • Customers: inv phone
    • Customers: inv fax
    • Customers: bill name
    • Customers: bill street 1
    • Customers: bill street 2

    • Customers: bill city

    • Customers: bill zip

    • Customers: bill state

    • Customers: bill country

    • Customers: tax code

    • Customers: sales ranking

    • Customers: po required

    • Customers: tax exempt

    • Customers: sales rep

    • Customers: shipping mode

    • Customers: credit limit

    • Customers: discount rate

    • Customers: terms net

    • Customers: created date

    • Customers: lead source

    • Customers: lead source2

    • Customers: bus type name


  5.         Ensure the name field size is reduced to an inch or less by placing your mouse on the end line and dragging it to the left.


  6.         Select {OK}.

 

  7.         Select the Page with Magnifying Glass icon to preview the Export. (5th icon in top tool bar)


  8.         Select {Windows, comma delimited} from the Export Format drop-down. 


  9.         Select {Export}.

 

 10.         Enter in a file name and select a location.

 

 11.         Select {Save}.