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To download customer account information to Excel:
| 2. | On the left Navigation pane, click Accounts under Sales. The Accounts page is displayed listing all registered customers in the database. |
| 3. | Use Search to list only those customer accounts your want to download. Skip this step to download all customer information. |
| 4. | Click Download to Excel. The File Download dialog box opens. |
| 5. | Click Save, to save the file, else skip to step 8 to open the file. The Save As Dialog box opens. |
| 6. | In the Save As dialog box: |
| • | Save in: Select a location where you want to save the downloaded file. |
| • | File Name: Enter a file name. Else leave at default. |
| 7. | Click Save. The Download complete dialog box is displayed. You can view the downloaded file by opening it in Excel from the saved location. |
| 8. | Click Open. The account information file is opened in Excel, listing all the customers and their account details. |
See Also:
Searching and viewing accounts
Adding an account
Editing an account
Enabling or disabling an account
Editing an account
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