Exporting data using the CoManage CRM module
In CoManage it is possible to export your data to a CSV-file (comma separated values). A CSV file is a general file type that can be read by programs like Microsoft Office Excel.
You can also export invoices, credit notes and offers to PDF. They will be exported together in a ZIP-file.
So how do you export?
Easy peasy!
- Navigate to the overview page of whatever it is you want to export (for example contacts overview page)
- click the export button on the upper right side
- a popup will show up where you can select date and user.
- When the export is done you will get a in app notification and e-mail
Updated on: 30/09/2021
Thank you!