we have just started to set up customer accounts. how do i print a list of customer account details to be able to review them without having to go into each one individually?
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Hi,
There is no option to print out the customer accounts, however you can select 'View | Business Settings | Order Processing' and tick the box 'Enable Export to Files' and click ok, then run the export by going to 'Reports | Outstanding Exports'.
Locate the file 'Buyers.csv' and open it (you will need a program that reads comma seperated files such as Excel).
This will display all of your customers, buyers etc, as a spreadsheet.
Alternatively you could see if there is a report created by a third party software conpany such as Mole End Software who specialise in reports for Actinic.
G.W.Green
Actinic. -
You can export customer and buyer details to a CSV file using the beta version of our One Stop Marketing tool, you could check them in an external editor then - or even use a mail merge in word if you wanted to print them out in a particular way for checking.
Contact me for check out our latest Mole End newsletter for details of the beta location.
http://www.mole-end.biz/News/CurrentNews.html
Regards,Jan Strassen, Mole EndComment
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Thank you. That is just what I needed.Comment
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