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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.