How To Export Your Active Customer List to Excel for Mail Merge or Labels

How To Export Your Active Customer List For Mail Merge / Labels

Go into Rapid ERP Reporting.

Select report category as “Customer”

Report “Customer List”

Range “Current Year” (or change dates to custom and enter your custom dates)

From the left hand side of the screen you will want to choose the following.

Customer Status = active

Job Status = with jobs only.

Then click go and “print” 

Once the report has run, click on the save icon and you can save to an excel spreadsheet.

Then you can edit as need and do the mail merge according to the instructions of your particular labeling program.