Forum Discussion

Meegies's avatar
Meegies
Experienced Cover User
5 years ago

Print list of customers by Price Level

Hi There   As per the title, I'd like to know how to quickly see a list which customers are set to Pricing Level A, and which are at Pricing Level B etc.    So far, I can only find this field in ...
  • Steven_M's avatar
    5 years ago

    Hi Meegies 

     

    The easiest way I know how to see that information in bulk would be to export out the card information:

     

    Instructions on the export data process with screenshots as well as a video of the process can be found on Help Article: Exporting data. However, I've recorded the process below for you:

     

    1. Open the required file
    2. Go to File>>Import/Export Assistant
    3. Select Export Data before selecting Next >
    4. Select Cards and Customer Cards before selecting Next >
    5. Indicate how you wish to separate the data i.e. Tabs or Commas (unsure, I would recommend Commas) before selecting Next >
    6. Navigate and highlight the required fields (left-hand side) i.e. Co/Last Name, First name and Price Level before selecting Add>
    7. Once all the fields have been selected, select Export. 

    This will provide you with a text file that can be saved on the computer that contains a list of that information. This file can be opened in NotePad or Excel or a similar product to view that information.