The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs.  The Excel view is editable, so you can edit the data before you print, share, or save it.

The following steps show the View in Excel feature creates an Excel view of a customer’s emails

  1. Click inside the Email box.
  2. In the Email Manager window, click View in Excel.

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Printed on: 6/29/22