The Edge can export customer records to a CSV file. To export:

1. Click Clientele > Export.  There are two export options:

   For Mailing	Only includes customers that meet your criteria AND have a Preferred Mailing Address set.  The export includes name, address, and email.
   For Other	Includes all customers that meet your criteria.  The export includes additional fields such as occasions (birthday, anniversary), spouse, acquisition, and more.

2. The Customer Export window will appear.
   
3. Click the Customer Criteria drop-down to utilize the Customer Find filter to enter criteria for customers to include.  If you do not specify any criteria, all customers will be included.
   NOTE:  The Results tab of the Customer Find filter can be used to target individuals, couples, etc.
4. Click the Export to File Name drop-down to select an export location and name your export file.
5. If you wish to preview the export before it occurs check Edit Results Before Generating Output. This will give you a preview list where you can check/uncheck specific customers.
6. Click OK to complete the export.