- Exporting Customer Accounts

  • Go to the "Accounts" tab
  • Select "Export All Accounts" under the "Account Tools" panel. Scroll down to the bottom of the account list to see the panel.
  • This will generate a report with all the accounts and columns for various fields
  • The columns can then be customized based on the necessary fields.
  • Note: If the number of accounts is large (in thousands), the system will take a few minutes to generate the report.
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