Export Customers / Prospects

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Export Customers / Prospects

This function allows the customers and the prospects to be exported to an Excel spreadsheet or a fixed-length format file.


If an Excel spreadsheet is required, the application needs to be run with raised privileges to allow for an OLE connection to the Excel server.


Select the export method, either Excel spreadsheet or Fixed Length File format and then enter or browse to the location to save the file.


To export all customers, press the [Select Accounts] button; press the [Select Prospects] button to export all the prospects. This will tick all the Export columns for the relevant records; this column can also be manually selected. Once the required accounts have been selected, press the [Start] button for the file creation.