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Exporting and Printing Customer Lists
Exporting and Printing Customer Lists

Exporting and printing customer lists enables offline access and facilitates targeted marketing efforts in Turns Business Manager.

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Written by Support Turnsapp
Updated over a week ago

The Turns Business Manager offers the flexibility to export and print customer lists, allowing you to conveniently access and share customer information in various formats. In this guide, we will walk you through the steps to export customer lists in PDF and CSV formats and print them directly from the Turns Business Manager.

Exporting and Printing Customer Lists:

Step 1: Access the Turns Business Manager: Log in to the Turns Business Manager using your credentials.

Step 2: Go to the Customer Section: Navigate to the "Customers" section in the main menu.

Step 3: Select Customer List: Click on "Customer List" to view the existing customer records.

Step 4: Export as PDF: To export the customer list as a PDF, locate the export options or icons on the customer list page. Click on the PDF export option to generate a PDF file of the customer list.

Step 5: Export as CSV: If you prefer to export the customer list as a CSV file, look for the CSV export option on the customer list page. Click on it to download a CSV file containing the customer information.

Step 6: Printing the Customer List: To print the customer list directly, click on the print option available on the customer list page. Adjust the print settings as needed, such as selecting the printer and page layout, and click on the print button to generate a printed copy of the customer list.

Step 7: Save or Share the Exported Files: After exporting the customer list as PDF or CSV, you can save the files on your computer or share them with colleagues or other stakeholders as required.

Conclusion:

With the Turns Business Manager, you have the option to export customer lists in PDF and CSV formats, as well as print them directly from the system. This flexibility allows you to conveniently access and share customer information in different formats, catering to your specific needs. By following these steps, you can export customer lists in PDF and CSV formats, and print them directly from the Turns Business Manager, ensuring easy access and effective utilization of customer data.

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