Export selection

• 2 minutes to read
 • 2 minutes to read

Export to Excel

Go to the required selection and select the tab containing the records you want to work with.

  1. Click the Task button and select Export to Excel.

  2. Click the exported file to open it in Excel.

Export to file

Using this task, you can create a text file containing information about the selection members for use outside of SuperOffice CRM. It can be used both for members which are companies (on the Companies section tab) and members which are sales, projects, documents or follow-ups. The template you select in the Use template field determines what information is included, the order it is displayed in and the separator character to use.

  1. Go to the required selection and select the tab containing the records you want to work with.

  2. Click the Task button and select Export to file.

  3. In the Export to file dialog in the Use Template field, specify the template to use for the file you are exporting. The template determines what is exported. If you do not want to use the default option, choose another template from the list box.

  4. Click Create to set the export running.

  5. When the export is finished, save or open the file.

Note

The text file may appear somewhat untidy if you open it in Notepad. This is normal for files where the information is delimited using separators such as TABs or semi-colons.