Skip to Content
Menu
This question has been flagged
1 Reply
2084 Views

How can i export all detailed data from organisations, contactpersons and deals like addresses, log notes, internatl notes. I know i can do from 'listview' but that does not show all the information and all colums to be shown are shown (all boxes are ticked). Does it depend on the license?


and all colums to be shown are shown (all boxes are ticked)


Avatar
Discard
Best Answer

Hi,

When managing your records in the tree view, consider the option to export data available under the action menu. During the export process, you will encounter a page where you can select the specific fields for export. To customise your export, simply add desired field values such as address and notes. This allows you to efficiently obtain the necessary information. As mentioned earlier, this step ensures that corresponding values are included in your exported data



Hope it helps

Avatar
Discard
Related Posts Replies Views Activity
1
Jul 25
1750
3
Feb 25
14943
1
Apr 25
2007
0
Oct 23
1364
1
Jan 18
17402