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.

How to a view a customer’s authorized signers in Excel.

  1. In the Customers module, view the customer.
  2. On the bottom ribbon, click Projects & Auth. Signers or press F4.
  3. In the Authorized Signers & Projects window, make sure Authorized Signers is selected, and then click View in Excel.

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Printed on: 5/16/22