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How can I run a Customer report, and export it if I need to?

If you click on the 'Settings' tab on the lefthand side and select 'Data Import/Export' and then 'Customer Export'

You are able to use these current fields: Customer/company name, Billing Address, city, billing subdivision, postal code, property type, email, phone and mobile phones, any notes on the customer, service city/subdivision and property type.

When you run this report, you are able to select single customers or all of them and export as needed.

When you are ready, simply press the Download button on the bottom right and it will download a .CSV file for you.

 

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: SWRemote@Pointman.com

Phone: 800-566-6940

Chat with us! 

 

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