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- Exported for a mail merge.
- Exported, edited and imported to update their details.
- Customer details can be imported from another system.
Things to be aware of:
- CRM Notes (CRM column) and Payment Notes (Notes column) are not exported as they are often too big for Excel.
- CRM Notes imported are added to the existing CRM Notes.
- Payment Notes replace existing Notes so if left blank clear the existing.
To do this select Import/ Export and follow the standard Import/ Export prompts.
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