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Exporting Customer Data

 
This feature allows you to select a group of customers and export them to a CSV file for use by other programs.  This feature is available in MasterQ-ENT.
 
The first step is to identify which customers you wish to export.  This is referred to as "marking" a customer.  The most direct way to mark a customer is to click in the customer browse in the far left column by the desired customer's name.!
 
 
 
You may un-mark all displayed customers, mark all displayed customers, or swap their marked status using the UN-Check, Check & Reverse buttons.  These actions apply only to customers currently displayed.  You can filter the customers currently displayed by using the Search button.
 
An example of how you might apply this feature:  If you needed an export file of all customers in the state of Indiana, but not the ones in Indianapolis...
 
1) Press the UN-check button to clear all marks.
2) Use the Search button to limit the display to customers with the state = IN
3) Press the Check button.
4) Use the Search button to limit customers where the city = Indianapolis.  (All of these customers will show marked, since they were a part of step 2.)
5) Press the UN-check button.  Remember, this process only applies to the displayed customers - the ones in Indianapolis.
6) Press the Export button.
 
The save and load buttons "remember" your current list of marked customers.  When they are loaded, you are given the option of marking, unmarking, or flipping the current status of the customers being loaded.
 
 
The count button gives a quick count of the number of customers you have currently marked and the total number of customers in your database.
 
Pressing the Add Note button will create a note that will be applied to all currently marked customers. 
More information about Adding Notes to multiple customers at one time is available here.
 
 
The Export CSV button saves the currently marked customers in a CSV (comma separated values) file of your choosing.  This can be useful for creating mail merge applications.
 
The following information is exported:
  • Company Name
  • Address (line 1)
  • Address (line 2)
  • City
  • State
  • Zip Code
  • Area Code
  • Phone number
 
You have the option of adding the marked names to the current file or replacing the current file with these marked names.