When working with a group of customers in customer management, whether via advanced search, or the drop down boxes on the main CRM screen you will have the ability to extract the selected customer information to an excel file. For this example we will assume that you have selected your customer base that you wish to extract.
Select Work with Checked. You are now given two choices for extracting to excel, Build a Spreadsheet and Build Email Spreadsheet.
Build Email Spreadsheet
The build email spreadsheet option should be used when extract customer information for a promotion or campaign. If a customer has a primary and secondary email address on file this option will automatically split those two emails into individual rows on the spreadsheet for Vertical Response, Constant Contact, MailChimp, Cellarpass, etc to easily import for a campaign email.
Build a Spreadsheet
The build a spreadsheet option will create an excel file of all of the codes, dates, wine club information, etc attached to each customer record that was selected. This would be used when extracting customer information for club commissions calculations, calculating attrition rates, expired or declined credit card calls, etc.
