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Last modified on 1/15/2020 6:39 PM by User.

Tags:
Email, address, customer, memo, notes, accounting, csv, excel, marketing

Extract Email Address from Customer Memo Notes

To extract edelivery email addresses saved in the customer accounting notes into an exportable excel file, there a few reports that you can run from the Accounts Receivable module.

  • Accounts Receivable
    • ​Task 25 – Mailing/ label control
      • ​Sub-task 16 – Create CSV export file of customer email addresses - CUSMXA

This function creates an export file called “emails.csv” in the A/R data subfolder 'trash', which will include the customer account number, name and edelivery addresses. Within the accounting notes, lines that start with .e or .E will be included as an email address e.g. .ESTM and .eivc. Any customers without delivery addresses are not included. 

** The emails.csv file must be retrieved directly from the system; it currently is NOT supported by the email delivery option.

 

  • Accounts Receivable
    • Task 25 - Mailing/ label control
      • Sub-task 13 - Create TAB delimited from Customer master (memo options) LABEXP

This function creates a TAB delimited file including all customers but allows filtering the memo lines with a user selected prefix, ie .ESTM or .e similar to CUSMXA but could be anything else as well. To eliminate customers without memos you can sort the spreadsheet on the memo column and delete the block of rows that did not have any matching memo lines. **Please note there may be more than one statement email address in each one. If so they are separated by the characters "||" **

** The name of the TAB delimited file will be displayed on-screen at the end of it's creation. The file must be retrieved directly from the system; it currently is NOT supported by the email delivery option.

 

  • Accounts Receivable
    • ​Task 16 - Customer Listings
      • ​Sub-task 6 - Customer by name (w/tax, terms, credlim, min order, memo option) CUS01A

This report includes information from the customer master file, and allows options for printing accounting and O/E sales memo notes. You may also choose to skip customers that do not have accounting or O/E notes.   ** This does NOT currently have a filter to limit memo lines based on a prefix. **  You can print this as a standard report but it you want to export the data it must be done using the normal print file format since the output is not natively CSV compatible.  For emailing this file be sure to choose a "Raw text" system printer option.