The View in Excel feature automatically creates an Excel view of frequently-requested customer data–eliminating 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 View in Excel feature is available when you edit this customer data:

  • Authorized Signers
  • Projects
  • Email addresses

The following picture illustrates how the View in Excel feature creates an Excel view of a customer’s authorized signers.

View Auth Signers in Excel

You can share the Excel view of customer information in these ways:

  • Print the Excel view.
  • Copy the information from the Excel view and paste it into an email or other document.
  • Save the Excel view as an Excel file on your computer and then email or share the saved file.

Note: 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 projects 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, select Projects.
  4. Click View in Excel.

View customer projects in Excel

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.

How to a view a customer’s emails in Excel.

  1. In the Customers module, view the customer.
  2. Click inside the Email box.
  3. In the Email Manager window, click View in Excel.

View a customer's emails in excel

 

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