WashConnect® gives the user the ability to export a list of customers in the system. This list can be narrowed down by using the search criteria located in the Search Records section at the top of the Manage screen. The customer list can either be exported to a PDF document or a Microsoft Excel spreadsheet. If you want to send a mailing to your customers, export your customer’s name and addresses to a Microsoft Excel Spreadsheet.
To export a list of customers in WashConnect, follow these steps:
- On the Customers menu, select Manage Customers.
- Search for a customer or Customer Group.
- After search results appear in the Customer List as necessary, select the Export button.
- Select either PDF or Excel.
The File Download dialog box appears.
- Click one of the following buttons: Open, Save, or Cancel.
- Click Open to view the list.
- Click Save to save the file.
- Click Cancel to close the File Download dialog box without saving.