Exact Synergy Enterprise

Exporting Accounts

Introduction

This page allows you to export accounts to Microsoft Excel.

Menu path

Go to Customers/Report/Accounts/Search, define the search criteria, click Show, and then click Export.

Roles & rights

To export accounts, function right 200 – Allows to export account data from search results is required. Users with the Marketing manager role have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Export

Click this to export the selected accounts.

Close

Click this to exit.

Description

Export: Data section

Total: Accounts

This displays the total number of accounts to be exported. For more information on the total number of accounts, see Searching for Accounts.

Type: Address

Select the type of address to be exported. By default, Visit, Postal, Delivery, and Invoice is available. For more information on address types, see Overview of Address Types.

Sort by

Select any of the following to sort the exported accounts:

Account: Name (Ascending) – Select this to sort the accounts by account name in ascending order.
Account: Name (Descending) – Select this to sort the accounts by account name in descending order.
Account: Code (Ascending) – Select this to sort the accounts by account code in ascending order.
Account: Code (Descending) – Select this to sort the accounts by account code in descending order.

Export: Document section

Subject

Type a file name for the document to be exported.