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.