The Customer List Report provides a comprehensive list of all your customers!
Here's how to find it!
1) Go to your Company Dashboard and click on REPORTS in the black sidebar on the left of the screen.
2) Click on CUSTOMER LIST located under the section, CUSTOMER REPORTS.
3) The Customer List will default to the most recent customers added, and there several options in the bright blue bar at the top for sorting the List: CUSTOMER NAME; Customer ADDRESS; Customer's BILLING (Primary/Secondary). Additionally, in the upper right hand corner, you can sort by ALL Customers; ACTIVE Customers; or INACTIVE Customers.
4) In the upper LEFT hand corner of the screen, there are four VIEWING options. The first will open a convenient viewing window of the customer's details.
5) The second viewing option opens to a FULL SCREEN view.
6) The third option will open a drop down menu:
7) And finally, the fourth option includes the following actions to exporting:
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!