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Introduction to Exports in the CRM Value Pack

The 'Exports' function allows you to export certain information from your FirstOffice 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. Alternatively, you can import the information into other FirstOffice databases or Companies using the 'Automatic' and 'Automatic manual file search' import functions in the System module. Remember that Reports can also be printed to disk, so most of the information that is stored in FirstOffice is available to other applications via the medium of the text file.

CRM Exports are found in the Sales Support module. Change to this module using the [Select Module] button in the Master Control panel and then choose 'Exports' from the File menu or click the [Exports] button, also in the Master Control panel.

On selecting the function, the window illustrated below appears. This lists the three Exports that you can produce from the Sales Support module when you have the CRM and Mail Value Pack. Double-click one of the items in the list: a specification window will then appear, where you can decide the contents of the exported text file. Click [Run]: the specification window will be closed and you will then be asked to name the file and to determine where it is to be saved.