In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference.
Related Post: Hide Export data option for Non admin users
By default, when you click on Export to file button it retrieves some standard set of columns in the document. Taking the example of Quotes Search Screen, on clicking Export to File button columns visible in below grid will be extracted in Excel file as well.
What, if you want to add some extra columns in it?
Suppose, you want to add some extra columns in exported file of Quote. You can follow below steps to achieve the same –
- Go to Administration -> Customization -> Quotes -> Lists -> Quotes Grid
- Add the columns you wanted to add in the list and save.
Go to Find -> Quote and click on find button.
- Then click on Export to file button. After retrieving the file you can see that the columns which we have added in the above list are also visible.
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.