Customer List Report

Full Customers User Guide

The RFMS customer list can be exported to a .csv file for use with an outside program for mail merges, blast faxes or emails.

Address Information only

1. Use Find to narrow the list.

2.  Tag customers to export, either one by one or tag all.

  Tag One

  Tag All

3.  Select the Output to file option under the print mailing labels screen.

4.  Use the .csv file with an outside program. The fields exported will be Customer Name and information in       the address lines.  Choose to use the Sold to or Ship to Information.

Choose Information

1. Select Customer List Report and export to .csv Use the options on this screen to narrow the list.

2.  More information including email address is exported to the .csv file.