2021-4Q: [CRM] Cronjob – Export Customer Spreadsheet

It is now possible to automatically export the customer spreadsheet.

For security reasons a link will be sent to the specified email address/es. The user is required to be logged into SIMPLer and the file will automatically download when clicking on the link.

To make use of this feature:

=> Settings

=> Cronjobs

=> Add Blank Row and select “Export Customers” from the dropdown. Select when the cronjob should run and enter the email recipient/s

=> Update Cronjobs

Fig 1: Cronjob - Export Customer Spreadsheet

Published Date: 25-November-2021

Engineer: PD

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