FLEX can help you export customers details from your existing database. Follow the below steps to retrieve a report containing settled applications.
For those on SMART and signed up for the Christmas campaign, your customers will automatically receive a card from you!
Where do I start?
Within the tab you are in, you can produce a report by clicking Menu>Export>Next to extract the data. You can then remove unwanted columns and personalise the report in Excel.
Please note: You cannot export from the 'Employees' tab.
How do I export settled applications?
2. Click Menu > Export
3. Followed by Next -This will download an excel format.
4. Go to your downloads folder to open and view your report.
You can bookmark all of these instructions for future reference here.
Bonus - if you’d like to mail merge directly from FLEX please see the instructions here.