Backing Up Your Client List

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Backing Up Your Client List

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CreditWatchExpress allows you create back ups of your Client List.  There is no limit to how many times you can back up your client data and it is strongly recommended that you do periodically.  Exporting your client list involves three simple steps.

 

 

1To begin the export of your Client List navigate to the Client Data screen as pictured in Figure A and click Export under the Owners frame.

 

Figure A

screen_exportcustlist1

2This will launch the File Save Menu as pictured in Figure 2.  Here you must select the directory that you will be saving the file to and name your file.  By default the exported customer list is saved as the date the file was saved and then Customer List.  You can name the file whatever you want and then simply click Save when you are satisfied with your entries.

screen_exportcustlist2

 

 

3CreditWatchExpress will notify you that the export of your Client List was successful and will show you the path that the file was saved to.  Simply click OK and you are done with this process.

 

screen_exportcustlist3

To learn about Importing a Backed Up Client List click here.