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Export Customer List Praxis Desk

Export the customer list as a file for external analysis or backups.

Requirements

  • You are logged in with the Export customers permission.

How to do it

  1. Open the Customer list.
  2. Apply filters if needed (e.g. by group or status) to narrow down the export.
  3. Click Export (button in the toolbar).
  4. Select the desired columns.
  5. Start the export.

The file is downloaded as an Excel or CSV file. The exact format depends on your offisy configuration.

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