After you have created and added customers to a Group / Mailing List, you can export this list for use elsewhere.
To export:
- Click Clientele > Export and choose For Mailing or For Other. For Mailing will only include customers in your group/list that have a preferred addresses while For Other will include everyone regardless. See Exporting Customer Data for more information.
- Click the Customer Criteria drop-down.
- Click on the Other Keys tab and use the Group / Mailing List drop-down to select your group/list, then click OK.
- Click on the Export To File Name drop-down.
- Choose where you want to save the file, name it, and then click OK to complete the export.
NOTE: The Results tab on the Customer Find Filter determines how the customer will be exported. Select Primary Contact to only see the primary customer or Each Individually to export the customer and their spouse on separate rows. See Customer Find: Results Tab for more information.