Overview:
This article provides step-by-step instructions on how to search for and export reseller address records to Excel using CRM. By filtering records by BCN or Account Name, users can quickly locate and download address data for reporting or analysis.
Note: This function is used by Business Admins.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM find to Extensions in the left navigation panel.
Select Addresses from the Extensions sub-menu.
In view dropdown, select All Customer Addresses to display addresses.
Search for the address(es) you want to export by using the filter by category or the Quick Find bar.
Tick the checkbox beside the country to confirm your selection. You may select multiple records.
Once your selection is finalized, click Export to Excel located at the command bar.
The export will automatically download as an Excel file and will be saved to your Downloads folder.
If you need to export everything, simply click Export to Excel in the command bar.