Export CRM to Excel

Discussion of the "CRM" module

Export CRM to Excel

Postby Daisy » Tue Oct 14, 2014 4:44 am

Please help me how to export all CRM to excel file? Thank you.
:?: :?:
Daisy
 
Posts: 4
Joined: Tue Oct 14, 2014 4:41 am

Re: Export CRM to Excel

Postby Alexander » Tue Oct 14, 2014 12:41 pm

Hello,

To export your CRM data, please follow the easy steps below:
Enter your ONLYOFFICE portal using your login details.
Click the CRM link on the start page.
Click the Settings option at the left-side panel then choose Common settings section.
Click the Download all data in one ZIP archive button within the 'Export of All Data' section.

Please follow the link below to find the instruction:
http://helpcenter.onlyoffice.com/tipstricks/crm-export.aspx
Alexander
 
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am

Re: Export CRM to Excel

Postby Daisy » Wed Oct 15, 2014 9:13 am

Hi,
I did it but after choosing Setting option at the left-side panel, there is no Common settings section appear. Pls help me again for this issue. Tks
Daisy
 
Posts: 4
Joined: Tue Oct 14, 2014 4:41 am

Re: Export CRM to Excel

Postby Alexander » Thu Oct 16, 2014 12:33 pm

Sorry. This instruction is valid only for admins of the portal.

Being the user of the portal, you can Export current list to CSV-file by clicking on the button "..." (right from the button "Create new") and selecting the appropriate option.
Alexander
 
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am

Re: Export CRM to Excel

Postby Daisy » Fri Oct 17, 2014 3:50 am

Hi,

I have tried with admin account. It's the same with mine.
As your direction, I choose "..." near Create button and what I see there is "Import" something but my focus isn't to import something, but export data. Any other ways to export data by using my user account?
Daisy
 
Posts: 4
Joined: Tue Oct 14, 2014 4:41 am

Re: Export CRM to Excel

Postby Alexander » Tue Oct 21, 2014 12:48 pm

Please send us a screenshot demonstrating the issue.
It would help us to find a solution.
Alexander
 
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am

Re: Export CRM to Excel

Postby Daisy » Wed Oct 22, 2014 3:43 am

Pls see the attached file
Daisy
 
Posts: 4
Joined: Tue Oct 14, 2014 4:41 am

Re: Export CRM to Excel

Postby Alexander » Thu Nov 06, 2014 9:58 am

Sorry, we didn't get a screenshot from you.
Please send it once again.
Alexander
 
Posts: 66
Joined: Mon Sep 29, 2014 11:38 am


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