Export Customer Info including Email Addresses

I have created customers through the menu option Database -> Customers in the Store Oprations Manager. This includes information such as First Name, Last Name, Email Addresses and more. I want to export these into a CSV (excel file). When I try to run the Customers report I don't see any column for the email addresses. Please tell me how can I add this field so that I can export it to a CSV (excel) file. Thanks in advance

Reply to
Jurry
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Jurry,

Download a new Customer List with E-Mail Address report from here;

formatting link
select the columns you want by right clicking on the body of the report, Show/Hide columns. Then right click on the report body again, choose Export | File | Comma Separated You must have access to CustomerSource to download the report.

Reply to
Jeff
  1. Download Aqua Data Studio from aquafold.com.
  2. Using Aqua Data Studio, connect to your SQL Server or MSDE database in the following manner: a. To Register your DB Server select MS SQL Server 2000/5 b. Name = any meaningful name c. Type = production d. Login Name = sa e. Password = whatever you setup when you installed MSDE or SQL Server as your sa password f. Authentication = SQL Server Authentication g. Host = machine name of computer hosting the database server h. Click OK
  3. The server should register.
  4. Drill down to your RMS database. Then to the user table Customers (%servername%->Databases->%RMSdatabasename%->User Tables->dbo.Customer
  5. Right-click on the dbo.Customer object
  6. Select Tools->Export Data from the popup menu
  7. An Export Data dialog box will appear
  8. Follow the steps in this dialog to export everything in this table into a CSV

-OR-

  1. Open c:\program files\microsoft retail management system\store operations\reports\
  2. Remove the read-only file attribute on "Customer - Customer List.qrp" (right-click on the file; select properties from the popup menu; uncheck read-only; click OK)
  3. Open this file with Notepad
  4. Scroll all the way to the bottom and add the following text block (or copy and paste it):

Begin Column FieldName = "Customer.EmailAddress" DrillDownFieldName = "" DrillDownReportName = "" Title = "Email" VBDataType = vbString Formula = "" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1080 GroupMethod = groupmethodNone ColFormat = "" ColAlignment = flexAlignLeftCenter End Column

  1. Save the file
  2. Run your Customer list report in the Manager program and you will now notice the email address column at the end.

Seriously though: get familiar with Aqua Data Studio (its free) or some other DB Management program, familiarize yourself with SQL and all the data is yours for the gleaning.

Good luck!

Reply to
manicsquirrel

manicsquirrel,

You need to be careful as to your recommendations for "free" software.

The latest version is NOT "free" for anyone using RMS. AquaFold's license plainly states that for Commercial use, the cost is $150 per user. Anyone using RMS is a business and cannot legally use the "free" personal license!

Only their 2.0 version is free for commercial use which is approx. 2-3 years old.

Reply to
Jeff

use other than personal and educational use->Evaluating - I am evaluating the product for commercial use.

When recommending a fine product such as this to others, I have to leave them to their own moral convictions just as the people from Aqua Fold do.

Your concern is duly noted and it is good to remind others to be respectful of the efforts and contributions other developers make with just compensation.

Reply to
manicsquirrel

Thank you for both the options, they worked out for me.

Jurry

"manicsquirrel" wrote:

Reply to
Jurry

Jeff I was able to registed with CustomerSUpport and download the report change. Thank you.

Jurry

"Jeff" wrote:

Reply to
Jurry

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