Navigation:  POSitive Software Orientation > Master Menus Ready Reference > Primary Centers > Customer Center > Exporting Customer Data

You may choose to Export select customer data.  This is a useful tool for preparing mailing lists and for sharing data with other programs.

Step 1

Open the Customer Center and Right-Mouse-Click on a customer record.

Choose Define View

Step 2

Create a New View or modify an existing one.

Step 3

Determine which fields should be displayed.  Transfer current fields out of or into the right hand box.

This is a list of customer fields from which you can choose.

# Of Purchases
Account
Address 1
Address 2
Cell Phone
City
Code
Credit Limit
Current Owed
Customer Category
E-Mail
First Name
First Sale Date
Last Name
Last Sale Date
License
Name
Over 30
Over 60
Over 90
Phone 1
Phone 2
Sales ID
State
Terms
Total Purchases
UDF Field 1
UDF Field 2
UDF Field 3
UDF Field 4
UDF Field 5
UDF Field 6
Zip Code

You may use the repositioning buttons to define sequencing and other functions as needed.

Step 4

Choose the OK button to save your definition.  On the Define Views screen choose SELECT and the Customer List will be updated.

Step 5  To Export Data

Final Step:  To export the listing as now defined, select the Send To button and you can choose your output file and format.  (see Send To)

When FINISHED - Reset View

When you have finished you can reset the customer list by repeating Right-Mouse-Click on a customer record.

Then select Reset View.  This will restore the default settings.