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Routines - Exports

The Exports routine allows you to export information from your Standard CRM database to tab-delimited text files on your hard disk. This information is then available for use in other programs, such as word processors, spreadsheets, database programs etc. You can also import the information into other Standard CRM databases or Companies using the 'Automatic' and 'Automatic manual file search' Import routines in the System module.

To begin exporting, click the [Routines] button in the Master Control panel and then the [Exports] button in the 'Routines' window. Alternatively you can use the Ctrl-E (Windows) or ⌘-E (Mac OS X) keyboard shortcut at any time (even if the Master Control panel is hidden). The 'Exports' list window is then opened, listing the Exports that you can produce from the active module. The options available in the 'Exports' list vary according to the active module: the majority of Exports are in the Integration module, as shown in the illustration below:

Double-click the required item in the list: 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 determine where it is to be saved.

To gain access to the Integration module, you must log in as a Person whose Access Group explicitly grants full access to that module.

By default, text files exported from a Standard CRM database will contain Unicode characters. You can change this by specifying a Default Export Codepage in the Local Machine setting in the User Settings module.

As well as exporting information to text files, you can also use the Exports routine to back up your Standard CRM database. For full details of how to do this, please refer to the Backing Up page. For security reasons, the 'Company Text Backup' and 'Database Text Backup' exports do not produce text files as mentioned above but encrypted files that can only be read by another copy of Standard CRM.

Note that you can also print all Standard CRM reports to disk as text files. This, in combination with the Exports routine, makes it very easy to retrieve information from Standard CRM for use with other applications.

Individual Export Functions
Please click the links for details about the individual export functions, descriptions of which have been divided into the following categories:

• Activities, Calendar and Task Manager
  

• Customers, Suppliers and Contact Persons
  

• Items and Pricing
  

• Quotations
  

• System

In this chapter:

• Introduction
  

• Reports
  

• Documents
  

• Settings
  

• Exports
  

• Imports
  

• Maintenance
  

• Registration

Go back to:

• Home page for Working Environment manual
  

• Home page for Standard CRM manual

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