跳至內容
選單
此問題已被標幟
1 回覆
2194 瀏覽次數

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)


頭像
捨棄
最佳答案

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

頭像
捨棄
相關帖文 回覆 瀏覽次數 活動
1
7月 25
1952
3
2月 25
15147
Export Import 已解決
1
4月 25
2163
0
10月 23
1494
1
1月 18
17670