There may be occasions where you would like to view and print out a document that has all of your customer files, formulas, dates the formulas were saved, etc. This can be accomplished through exporting your customer files to a .txt document. A .txt file can be viewed in Microsoft Excel, Microsoft Word and Notepad. Below are the instructions on how to achieve this
Click on Housekeeping.
Unlock Housekeeping with password. (1234 or getmeout)
Click on Customer Files.
Click on Export Records.
Type in path or click on file folder to browse to the path where you want the document exported to. Then click on Export.
Here is a sample of what the exported document looks like in Notepad.
Questions? Need a Quote? Contact Us. 1.888.800.9580