Dealers frequently request a list of their customers and their emails. Below are instructions on how to retrieve this information and export it to an excel file.
*note – this method only provides the email on the customer record, not the bill to email used for invoices/statements.
- Log into Managely click on Accounts Receivable and then click Customers
2) Click on the ellipsis (the three vertical dots) to the right of the customer # column, click on columns and checkmark the email check box
3) Click the export to excel button
4) You will now have an excel file with all of your active customers and their emails
