Exporting Account List

Overview

This document will cover how to export your Customer Account List from Savance Enterprise.

Exporting Your Account List

In the scenario that you need to export your account list for reference, we will begin from a new order.

• Go to New from the left navigation.

  

• Select Quote/Order

• Before entering a customer’s name in the header select the search button.

  

• To do a blanket search enter ‘%’ in the Account Name field.

  

• Select a random account and right-click on the name.

  

• Select Export Account List

  

• A .txt file will be prepared to save.

• Here is an example of what the file looks like when exported.

  

  • The File includes:

    • Account Name

    • Account Alpha

    • Account Number

    • Address, City, State, Zip

    • Phone Number

    • Fax Number

• From here you can copy and paste the txt. File into an Excel sheet.