Exporting Your Surveys (Client List) from The Customer Factor : Quality Driven

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Exporting Your Surveys (Client List) from The Customer Factor Print

Modified on: Wed, 14 Nov, 2018 at 7:01 AM

In The Customer Factor:

1. Go to (hover over) Customers (Customer View)

2. Import/Export

3. Check mark the Quality Driven Export box to make the date range open up

4. Select your date range (Ie: If you are sending all cleans from the day before, it would be yesterday's date).

5. Export.

6. Import your CSV list into Quality Driven Software (see Click here for instructions)

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Exporting Your Surveys (Client List) from The Customer Factor Print

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