1 Reply Latest reply: May 21, 2014 8:18 AM by Alex Pavelescu

Can you extract the CRM info in the form of an .csv file??

KDPlaymaker May 12, 2014 12:28 PM

I'm populating the additional fields for the customers, and need to export this inform for groups of people can this be done??

-KD

1. Re: Can you extract the CRM info in the form of an .csv file??

Alex Pavelescu May 21, 2014 8:18 AM (in response to KDPlaymaker)

Hello

You can! Going to Admin > Reports > Custom Reports> Add Customer Report you'll be able to specify exactly which fields you need to export (Custom CRM Forms included) and once generated, you'll have several export options available: http://prntscr.com/3l8kk6

Kind Regards,
Alex
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