Customer List
Use this function to export Customers from the Customer register. If you need to export Suppliers from the Customer register, use the
Base Register Export in the System module.
- Customer
- Paste Special
Customers in Customer register
- Range Reporting Alpha
- Choose the records to be exported by entering a Customer Number or a range of Numbers.
- Customer Category
- Paste Special
Customer Categories setting, Sales Ledger
- Enter a Category Code to export Customers in a particular Category.
- Salesman
- Paste Special
Person register, System module
- Enter a Person's initials to export Customers with this Person as their Salesman.
- Classification
- Paste Special
Customer Classifications setting, CRM module
- Enter a Classification Code to export Customers with a particular Classification. If you enter a number of Classifications separated by commas, only those Customers featuring all the Classifications that you have entered will be exported. If you enter a number of Classifications separated by plus signs (+), all Customers featuring at least one of the Classifications listed will be exported. If you enter a Classification preceded by an exclamation mark (!), all Customers featuring any Classification except the one listed will be exported.
For example:
- 1,2
- Exports Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).
- 1+2
- Exports Customers with Classifications 1 or 2.
- !2
- Exports all Customers except those with Classification 2.
- 1,!2
- Exports Customers with Classification 1 but not those with Classification 2 (i.e. Customers with Classifications 1 and 2 are not exported). Note the comma before the exclamation mark in this example.
- !1,!2
- Exports all Customers except those with Classification 1 or 2 or both. Again, note the comma.
