Customers - Exporting Customers
Step Action
1. Select {CRM}. The page should open on the Customers tab.
Note: Customers cannot be individually selected for export using the boxes to left-hand
side of customer name. To filter customers for export, use the search criteria. Only the
search results will be exported.
2. Select {Export} under Customers.
Note: You may need to confirm the file to be opened/saved before
proceeding, depending on your web browser. The file will open or be saved
to your computer depending on your web browser.
