Contact List
This function exports information from the
Contact Person register.
- Customers
- Paste Special
Customers and Suppliers in Customer register
- Range Reporting Alpha
- Enter a Customer Number to export the Contact Persons that work for that Customer.
- Contact Person
- Paste Special
Contact Person register, CRM module
- Enter the name of a Contact Person to export their details only.
- Customer Category
- Paste Special
Customer Categories setting, Sales Ledger
- Enter a Customer Category to export Contact Persons belonging to Customers with that Category.
- Classification
- Paste Special
Customer Classifications setting, CRM module
- Enter a Classification to export Contact Persons with that Classification. If you enter a number of Classifications separated by commas, only those Contact Persons featuring all the Classifications listed will be exported. If you enter a number of Classifications separated by plus signs (+), all Contact Persons featuring at least one of the Classifications listed will be exported. If you enter a Classification preceded by an exclamation mark (!), all Contact Persons featuring any Classification except the one listed will be exported.
For example:
- 1,2
- Exports Contact Persons with Classifications 1 and 2 (including Contact Persons with Classifications 1, 2 and 3).
- 1+2
- Exports Contact Persons with Classifications 1 or 2.
- !2
- Exports all Contact Persons except those with Classification 2.
- 1,!2
- Exports Contact Persons with Classification 1 but not those with Classification 2 (i.e. Contact Persons with Classifications 1 and 2 are not exported). Note the comma before the exclamation mark in this example.
- !1,!2
- Exports all Contact Persons except those with Classification 1 or 2 or both. Again, note the comma.
