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Export to file
This example shows you how to export a list of companies to a file. In this example, you export a list of companies where you're the Account Manager, based on a saved search. For more information on saved searches, see Creating a saved search.
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Right-click or hover over the Find menu button and click Company.
- Retrieve the Saved Search list by clicking it from the drop-down list at the top right-hand side of the Find page. A list of companies matching the saved search criteria is displayed. A new set of action buttons is also displayed the right-hand side of the page.
- Click Export To File. The Export File Options page is displayed.
- Choose the output format. Select from CSV, Excel CSV or Text. The default is CSV.
- Click Save. The output is displayed in spreadsheet format in a new browser window. From the new window, you can review the information and save by clicking File | Save As. You can also access the exported file from the My CRM | Shared Documents tab.
See Also:
Start mail merge
New task
Send emails
Introduction to list actions
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