8.13.1. Customer Information Export

The Customer Information Export utility enables you to selectively identify Customer information, which you may then export into a plain-text, TAB-delimited file. The exporting of selected information is handled using the "Export Contents" option in the screen's right-click menu. To specify the Customer information you want to tag for export, select the "Customer Information Export" option. The following screen will appear:

Customer Information Export

When specifying Customer information you want to tag for export, you are presented with the following options:

All Customer Types

Select to tag all Customer Types for export.

Selected

Specify Customer Type you want to tag for export.

Pattern

Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

General

Select from the following general information categories:

Number: Select to tag the Customer Number for export.
Name: Select to tag the Customer name for export.

Billing Address

Select from the following billing address categories:

Address 1: Select to tag the first address line for export.
Address 2: Select to tag the second address line for export.
Address 3: Select to tag the third address line for export.
City: Select to tag the city for export.
State: Select to tag the state for export.
Zip Code: Select to tag the zip code for export.
Country: Select to tag the country for export.
Contact: Select to tag the contact name for export.
Phone: Select to tag the contact's phone number for export.
FAX: Select to tag the contact's fax number for export.
Email: Select to tag the contact's email address for export.

Correspondence Address

Select from the following correspondence address categories:

Address 1: Select to tag the first address line for export.
Address 2: Select to tag the second address line for export.
Address 3: Select to tag the third address line for export.
City: Select to tag the city for export.
State: Select to tag the state for export.
Zip Code: Select to tag the zip code for export.
Country: Select to tag the country for export.
Contact: Select to tag the contact name for export.
Phone: Select to tag the contact's phone number for export.
FAX: Select to tag the contact's fax number for export.
Email: Select to tag the contact's email address for export.

Show Inactive

Select to include inactive Customers in the list of Customers tagged for export.

Information

Display lists Customer information tagged for export.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.

Right-clicking on the Customer Information list enables you to select from the following menu option:

Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.