Report - Customer Contact Info
In Version 18.4, we created a new report that allows you to export all customer contact info to an Excel spreadsheet, making it easy to access important details like contact names, phone numbers, email addresses, etc.
Setting Location:
- From the Left Menu, click Settings
- Navigate to Company Settings
- Select Export Dealer Data
- Click Customer Contact Info
Screenshots
Path to the Report
Sample Contact Info from the Customer Details Page
Notes:
- On the Export Dealer Data page, the customer list is divided into batches of 1,000 customers. However, for the Customer Contact Info report, even if you have more than 1,000 data, all data will be included in a single Excel file—just like other reports on the page, such as Equipment and Filters.
- All reports on the Export Dealer Data page are hyperlinked. Once you click on a report, a notification will appear in the upper right corner of your browser, showing the download progress. Once the download is complete, the file will be saved in your computer's Downloads folder.
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