SuiteCRM Advanced Export Plugin
SuiteCRM advanced export helps users to extract their data from CRM system You can extract, send or retain records into the CSV, PDF and XLS file formats from different CRM sections.
SuiteCRM advanced export helps users to extract their data from CRM system You can extract, send or retain records into the CSV, PDF and XLS file formats from different CRM sections.
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USER MANUAL – <strong>SuiteCRM</strong> <strong>Advanced</strong> <strong>Export</strong><br />
<strong>Export</strong> List View Records<br />
• Once you have saved the changes, you can log into any of the assigned user’s account / admin<br />
account and navigate to Main Menu and choose any module from the above configured module.<br />
• Thereafter select the records which are to be exported, click on the dropdown button in the top<br />
row and choose from following options:<br />
• <strong>Export</strong> in Excel: To export the records in Excel or XLS format.<br />
• <strong>Export</strong> in CSV: To export the records in CSV format.<br />
• <strong>Export</strong> in PDF: To export the records in PDF format.<br />
• After choosing the option selected records will be exported in selected file format. The records<br />
will be downloaded as per the selected sorting of column in the records list.<br />
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