SugarSugarCRMAdvancedExport

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USER MANUAL – SugarCRM Advanced Export • Thereafter to enable the Advanced Export for sub panel modules, click on ‘SUBPANEL CONFIGURATION’ tab. • By clicking on it you will be redirected to its detail page. Now select the modules by checking the checkbox besides the particular module and click on ‘Save’ button to save changes. www.appjetty.com 7
USER MANUAL – SugarCRM Advanced Export Enable Fields for Export • Once you have enabled the modules of List view and SubPanel, view go to Admin -> Advanced Export Configuration and click on ‘Enable Fields for Export’ to choose the fields / columns which are to be displayed in the exported files. • By clicking on it you will be redirected to its detail page. To manage the fields of List view modules, click on ‘LISTVIEW CONFIGURATIONS’ tab and choose the module from ‘Modules’ dropdown list. Now Drag and Drop the fields of particular module which can be exported to ‘Export Fields List’ section. Lastly click on ‘Save’ button to save the changes. www.appjetty.com 8
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