The Export process provides the bulk export of data out of FowCRM for any of the Lead, Opportunity, Company and Person modules.
Listing Exported Files
To list the exported files:
Main Menu > Settings > Data > Export
*Note: In the Status column on this page, the transaction status of the exported file can also be followed.*
For data to be exported:
Main Menu > Settings > Data > Export > Export Data
*Note: When the export process is completed, the relevant file can be downloaded by clicking the "Download" button. In addition, the exported data is sent to the e-mail of the user who performs the transaction in an excel file.*
Fields in the Export Form
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- Select Module: The module to be exported is selected.
- Choose File Type: The format of the file to be exported is CSV or Excel.
- Message: A description of the export process is written in this field.