Alpha Customer List

Bill Annandale's Avatar

Bill Annandale

12 Jul, 2018 07:18 AM

Please guide me through how to print a list (alphabetically) of my customers. This does not have to include any financial data, it would simply be for the purposes of comparing with my data base and mailing list.
So, I only want to know if it's possible to print a basic customer listing. I cannot see a way of doing this.

Many thanks
Bill

  1. Support Staff 1 Posted by Mathew on 13 Jul, 2018 08:11 AM

    Mathew's Avatar

    Hi Bill,

    I think I would suggest the Accounts By Category report, choosing "Customers" as the category. This will list all the accounts matching that category, and will include the customer's address, email and so on. The report can be saved in CSV format which might be useful for you, depending on what you want to do with the data next.

    All the best,

    Mathew

  2. 2 Posted by Finnatic Swimmi... on 16 Jul, 2018 08:04 AM

    Finnatic Swimming's Avatar

    Many thanks, Matthew. That sorted my query very happily.
    Kind regards
    Bill

  3. Mathew closed this discussion on 16 Jul, 2018 08:53 AM.

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