The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates 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 picture illustrates how the View in Excel feature creates an Excel view of a customer’s authorized signers.
- In the Customers module, view the customer.
- Click inside the Email
- In the Email Manager window, click View in Excel.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.