Export Email Addresses Report

This article will review the process in exporting email addresses for customers in your RMA. This option allows you to export a complete ledger of customer email addresses that includes account numbers, names, and route information into a single spreadsheet file.

To begin this process navigate to File> Export> Export E-mail Addresses.

Once you have selected Export E-Mail Addresses you will see the following screen:

the following options are available:

Export All Names (Even without email addresses): This option allows you to export all customers in RMA even if an email address is not listed on the account.

Active Accounts Only: This option allows you to export your email address report for active customers ONLY. Anyone set to inactive will not be included on this report.

Once you have the appropriate filters selected in the screen below you will then select the blue check mark to generate your XLS file.

Below is an example of the XLS file that is generated

Data fields included on this report include:

Branch ID: branch_id

Cust ID: cust_id

Customer Name: cust_name

Customer Email: cust_email

Credit Card Email Address: credemail

Route ID: route_id

Route Name: rou_cname

Route Email Address: rou_email

Customer Status Code: stat_code

Customer Service Priority Code: Cust_spc

Customer End Date: cust_edate

Customer Type Code: cust_type

Credit Class ID: crcls_id

Customer Balance Forward: cfin_tdue

Inactive: True/False (inactive)

Will Call: True/False (willcall)

Next Delivery: rou_nxdday

Last Delivery: rou_lsdday

Customer Phone Number: cust_phone

Route Phone Number: rou_phone

Customer Via Code: via_code

Customer Via Code 2: via_code2

Route Latitude: rout_laty

Route Longitude: rout_latx