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Introduction to Customer, Supplier and Contact Person 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. 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 Contacts and Contact Persons. Double-click the 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.

Export functions concerned with Customers, Suppliers and Contact Persons:

• Introduction
  

• Contact List
  

• Contact List to Palm3
  

• Contact Relations List

See also:

• Exports in Standard CRM

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• Home page for Customers, Suppliers and Contact Persons manual
  

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