Follow these step-by-step instructions to export your customer email list using the QuickFlora POS system:
Step 1: Log In
- Log in to the QuickFlora POS system with your credentials.
Step 2: Navigate to Customer Reports
- On the left-hand menu, go to Reports.
- Select Customer Reportfrom the available options.
Step 3: Enable Email Filtering
- Locate the option labeled Email Mandatoryand check this box. This ensures that only customers with email addresses are included in the report.
Step 4: Refresh the Report
- Click the Refresh Reportbutton to apply the filter and generate the updated customer list.
Step 5: Export the Report
- Look for the options to Copy, Export, or Download the report:
- Copy: Copies the report to your clipboard for quick pasting into another application.
- Export/Download: Saves the report in your preferred format (e.g., Excel, CSV).
Tips:
- Ensure that all required fields, such as email addresses, are included in your report’s settings before exporting.
- Save the exported file securely and ensure compliance with data privacy regulations.
Last Update: Jan 9th, 2025