Customer history export

Updated 24 February 2023

You can now export all actions which have been taken on a customer. To export the customer’s history, click on the history tab, then, scroll down to the bottom of the page and press “Export to excel”.

To do this, you need to be signed in as an admin and the export will anonymise the customer’s name and surname. The export file will be named with the customer’s unique identifier, which we call CUID.

The data you will be able to export is:

  • Date of action
  • Type of action
  • Action notes
  • Agent id

Published 24 February 2023

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