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Search HansaManuals.com HansaManuals Home >> Standard CRM >> Quotations >> Reports Eelmine Järgmine Prindi kogu peatükk Otsi Juhend HansaWorld Enterprise'i versioonile 6.2 Introduction to Quotation Exports The 'Exports' function allows you to export certain information from your Standard CRM database to tab-delimited text files from where you can incorporate it 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. In many cases, you can also import the information into other Standard CRM databases or Companies using the 'Automatic' and 'Automatic, manual file search' import functions in the System module. Remember that you can also print reports to disk, so most of the information that is stored in Standard CRM is available to other applications via the medium of the text file.To export information from Standard CRM, you must log in as a Person whose Access Group explicitly grants full access to the Integration module. Change to the Integration module, then click the [Routines] button in the Master Control panel. In the subsequent window, click the [Exports] button. After changing to the Integration module, you can also use the Ctrl-E (Windows) or ⌘-E (Mac OS X) keyboard shortcut. The window illustrated below appears. This is a list of all the Export functions in the Integration module, of which three are relevant to Quotations. Double-click the item in the list that you need: 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.
Please click the links below for details about each export function: Go back to:
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