Exporting Customer's Emails

Exporting Customer's Emails

Is there a way to export customer's emails?

Yes, to export a list or a report of your customer's email addresses, just follow the steps below :

  1. Go to Reports → Universal Report.
  2. In the first drop-down, choose Catalog.
  3. In the second dropdown, choose Addresses / Contacts.
  4. Click "Show Settings".
  5. Click the Grouping tab.
  6. Click "Add".
  7. Double Click Owner.
  8. Click the indicators tab.
  9. Uncheck all fields except Reference, First Name, Last Name, Normalized Email.
  10. Click Add New Field.
  11. Find Owner in the list and click the "+" sign next to it.
  12. Scroll down and double click Terms.
  13. Click Save Settings.
  14. Give this report a name and click Save.
  15. Click Run Report and export the report to Excel.

You can customize this report by adding and removing fields, choosing different fields to group by, and ordering the fields in a different way.

    • Related Articles

    • CustomBooks™ Email Logs

      In the CustomBooks™ Portal/Dashboard, you can easily monitor the status of all emails sent from your CustomBooks™ account by accessing the Email Logs. This feature helps you track the delivery and processing of emails to ensure smooth communication ...

    • Customer Statements

      Generating a Customer Statement Send users a statement that shows all activity for any given period of time. Generate one statement or one for each customer. Email right from the statement screen. To generate Customer Statements: Navigate to Sales → ...

    • Creating a Customer or Vendor

      Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...

    • Adding a personalized message on an email

      If the message is the same on every invoice (or any other documents), go to Quick Menu → Settings → Print Forms → Sales Invoice and put the text in the "Terms and Conditions / Notes" field. If it's specific to each invoice, you may put it in the ...

    • How do I change the email address of a user?

      Updating User Email Address For audit and security reasons, CustomBooks™ does not allow the direct modification of a user’s email address once it has been saved. This policy ensures the integrity and traceability of all transactions and activities ...