Customer Export
Use the Customer Export report to download customer data to a Microsoft Excel spreadsheet file or other file format.
Contents
| Column | Description |
|---|---|
| Customer Number | This column displays the customer identifier. |
| Customer Name | This column displays the name of the customer. |
| Type | This column displays the type of customer (for example, Commercial, Government, or Non-Profit). |
| Status | This column displays the status of your relationship with the customer: Active, Dormant, or Inactive. |
| Relationship | This column displays your relationship with the customer (for example, Consultant, Prospective, or Existing). |
| Website | This column displays the customer's Web site address. |
| Customer Create User | This column displays the user ID of the person who created the customer record in the Customer Info Center. |
| Customer Create Date | This column displays the date on which the customer record was created. |
| Customer Modify User | This column displays the user ID of the person who most recently modified the customer record. |
| Customer Modify Date | This column displays the date on which the customer record was most recently modified. |
| Primary Address Description | This column displays the description of the customer's primary address (for example, Company Headquarters, Main Office, or Northeast Office). |
| Primary Address 1 - 4 |
Primary Address 1 displays the customer's name.
Primary Address 2, Primary Address 3, and Primary Address 4 display the customer's primary address information (street name and number, suite number, postal box number, and so on). |
| Primary Address City | This column displays the city from the customer's primary address. |
| Primary Address State | This column displays the two-character abbreviation for the state from the customer's primary address. |
| Primary Address Zip | This column displays the ZIP code from the customer's primary address. |
| Primary Address Country | This column displays the country from the customer's primary address. |
| Primary Address Phone | This column displays the phone number at the customer's primary address. |
| Primary Address Fax | This column displays the fax number at the customer's primary address. |
| Primary Address Create User | This column displays the user ID of the person who created the primary address in the customer record. |
| Primary Address Create Date | This column displays the date on which the primary address was created in the customer record. |
| Primary Address Modify User | This column displays the user ID of the person who most recently modified the primary address. |
| Primary Address Modify Date | This column displays the date on which the primary address was most recently modified. |
| Memo | This column displays the text entered in the Notes field on the General tab of the Customer Info Center. |