Contact List
This function in the Integration module exports information from the Contact register. Contacts will be listed in Contact Number order in the export file.
- Customer
- Paste Special
Customers and Contact Persons in Contact register
- Range Reporting Alpha
- Enter a Contact Number or range of Contact Numbers to export specific Contacts from the Contact register. Closed Contacts will not be exported.
- By default, the 'Paste Special' list shows Customers. Click the [All Contacts] button if you need to see Customers and Contact Persons.
- Customer Category
- Paste Special
Customer Categories setting, Contact module
- Enter a Customer Category to export Contacts belonging to that Category.
- Salesman
- Paste Special
Person register, System module
- To export Contacts assigned to a single Salesman, enter a Salesman's initials here.
- Classification
- Paste Special
Contact Classifications setting, Contact module
- Enter a Classification to export Contacts with that Classification. If you enter a number of Classifications separated by commas, only those Contacts featuring all the Classifications listed will be exported. If you enter a number of Classifications separated by plus signs (+), all Contacts featuring at least one of the Classifications listed will be exported. If you enter a Classification preceded by an exclamation mark (!), all Contacts featuring any Classification except the one listed will be exported.
- For example:
- 1,2
- Exports Contacts with Classifications 1 and 2 (including Contacts with Classifications 1, 2 and 3).
- 1+2
- Exports Contacts with Classifications 1 or 2.
- !2
- Exports all Contacts except those with Classification 2.
- 1,!2
- Exports Contacts with Classification 1 but not those with Classification 2 (i.e. Contacts with Classifications 1 and 2 are not exported). Note the comma before the exclamation mark in this example.
- !1,!2
- Exports all Contacts except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Exports all Contacts except those with Classifications 1 and 2 (Contacts with Classifications 1, 2 and 3 will not be exported).
- !1+2
- Exports Contacts without Classification 1 and those with Classification 2 (Contacts with Classifications 1 and 2 will be exported).
- (1,2)+(3,4)
- Exports Contacts with Classifications 1 and 2, and those with Classifications 3 and 4.
- 1*
- Exports Contacts with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Exports Contacts with Classifications beginning with 1 but not 1 itself.
- *1
- Exports Contacts with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Exports Contacts with Classifications beginning and ending with 1.
- Include Contacts
- Check this box if you want to export Contacts in the specified range that have been marked as Customers.
- Include None Set
- Check this box if you want to export all Contacts in the specified range that have not been marked as Customers (i.e. Contact Persons).
Confirm by clicking the [Run] button, or cancel using the close box. After clicking [Run], a dialogue box will open, where you can name the export file and specify where it is to be saved.
Enter a name for the file, and click [Save] or press the Enter key.
A message window informs you about the progress of the export process. You can interrupt the process at any time by pressing Esc (Windows) or ⌘-Full Stop (Mac OS X).
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