The Edge can export customer records into a separate data file. To export records from The Edge:
- Select Export from the Clientele function menu. This will offer the option to export For Mailing or For Other.
• For Mailing will include only those customers who have a check in the box labeled Mailing Address in the customer record and meet the selected criteria. Also, For Mailing will only return the name and address marked preferred. Email addresses as well as mailing addresses will be included in the export.
• For Other will include any customer record that meets the selected criteria and return all columns available regardless of their mailing address preference.
The Customer Export window will appear.
- Select the Customer Criteria drop-down menu to access the Customer Find feature and narrow your list as needed.
NOTE: Selecting OK without entering any criteria will prompt The Edge to export all customer records with preferred contact information. The results will include addresses marked as the mailing address.
NOTE: Select the Results tab while specifying customer criteria to specify the export output. Be sure to select Addressee.
- From the Export Customers For Mailing window, select the Export To File Name drop-down menu. A standard Windows file saving window will appear.
- Navigate to the folder where you want the file saved and enter a name for the file. The file should have a .csv extension.
- Click Save.
- Select OK. The export will take place. This may take a few minutes.
NOTE: If you see a message that The Edge is not responding, do not close the window. Wait for the process to finish.
- Results will appear in a list view. Check the records to include.
- Select OK. The file will be available where you saved it.
The default file type when doing an export is comma separated values (.csv). This is a standard format that can be imported into most applications, including spreadsheet applications (MS Excel), word processors (MS Word), and email clients (MS Outlook).