Export/Import Customer Information


Utilities Menu -> Data Export/Import Utilities -> Export/Import Customer Information

This utility can be used to update information in the Customer Information file and also the Insurance Comments by exporting the existing values and re-importing the modified values.

A record is written to the Audit Log to track changes made to a customer's Special Price or Rate code by the Customer Pricing category, and changes made to a customer's address in the Customer Information are tracked by the Change Cust Info From Doc category.

The action flow includes:

Select one of the following actions:

Finished?

Click OK to initiate the action selected in the radio group.

Topic Keyword: ARCF37 (6506)
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