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This text refers to program version 6.2  

Transaction Registers

You can use this function in the Integration module to export Quotations from your database. Every piece of information from the Quotation register, including "parent" information from the Quotation header and information from the rows, is exported.

This function creates a file with the correct format to be imported into another Standard CRM Company or database.

Ser. No.

Range Reporting    Numeric

Use this field if you need to export a specific Quotation or Quotations.

Backup Comment

Enter a short comment describing the contents of the export file (up to 40 characters are permitted). If you try to import the resulting file to another Company or database using the 'Automatic' import function in the System module, this description will be shown in the list of importable files.

Quotations

Check this option to export Quotations.

Confirm by clicking the [Run] button, or cancel using the close box. After clicking [Run], a dialogue box will open, where you can name the export file and specify where it is to be saved.

Enter a name for the file, and click [Save] or press the Enter key.

A message window informs you about the progress of the export process. You can interrupt the process at any time by pressing Esc (Windows) or ⌘-Full Stop (Mac OS X).

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In this chapter:

• Introduction
  

• Quotation Rows
  

• Transaction Registers
  

• Transaction Registers (period)

Go back to:

• Home page for Quotations manual
  

• Home page for Standard CRM manual

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