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Introduction to Exports in the Sales Support Module

The 'Exports' function provides for the exporting of certain information to tab-delimited text files from where it can be incorporated in word processing programs for mailmerge, in spreadsheets for further statistical analysis or in page make-up programs for incorporation in publicity material or published reports. Alternatively, it can be imported into other FirstOffice databases or Companies using the 'Automatic' and 'Automatic manual file search' import functions in the System module. The function is selected using the 'Exports' item on the File menu or by clicking the [Exports] button in the Master Control panel.

On choosing the function, the window illustrated below appears. This shows the single Export that can be produced from the Sales Support module. Double-click the item, and a specification window will then appear, where you can decide the contents of the exported text file. Click [Run] and a 'Save File' dialogue box will appear, where you can name the file and to determine where it is to be saved.

If you have the CRM and Mail Value Pack, the Sales Support module will contain some extra export functions not shown in the illustration above. Please click here for descriptions of these extra functions.