Customer List Export

File, Select Import/Export, Accounts Receivable, Customer List, Export. On the Filter tab, choose the customers you want included. On the Fields tab, choose the data you want to export for each customer. Include the Customer E-mail field. On the Options tab, choose the name of the export file. Generally you also want to check the Include Headings option.

The resulting CSV file can be read by any app that understands comma separated values, e.g.: MS Excel, MS Access, OpenOffice, Symphony, Google Spreadsheet.

(I mail a calendar to customers every year. After export, I query the CSV file for customers that have done business in the last two years, and print labels from the query. I use OpenOffice Base and OpenOffice Writer. Previous to that I used MS Access and MS Word to do the same thing.)

PT 2010 has the Contact List in addition to the Customer List. The Contact List lets you enter a separate e-mail for each customer contact. This is in addition to the primary Customer E-mail field. I do not know whether PT 2005 had the Contact List. If it did, then you can export it using a similar procedure. Simply choose Contact List instead of Customer List.

Cheers,

MetaEd

Thank you.

CSSJR