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1903 Weergaven

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)


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Annuleer
Beste antwoord

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

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Annuleer
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