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 information with customers or other software programs. The Excel view is editable so you can edit the data before you print, share, or save it.

To a view a customer’s authorized signers in Excel.

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Enter or select a customer name in the Customer list.
  3. Press Enter.
  4. On the bottom ribbon of the module, click F4 Projects & Auth. Signers.
  5. In the Authorized Signers & Projects window, make sure Authorized Signers is selected.
  6. Click View in Excel.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 3/29/24