Exporting customer information from your Fieldmotion system
Firstly , you need to create an export password
go to
settings
go to
settings
customer settings -
create an export password of your choice in the enter field - then reenter it directly below
then press save
now - go to customers module
scroll to the bottom of this page - and select export
A pop-up window will appear inviting you to enter the export password
- remove any information that appears to be prepopulated , so the field is blank
enter in the password you have just created
the export template will download and will appear in the left hand corner of your screen.
the export template will download and will appear in the left hand corner of your screen.
From here, you can save this file onto your desktop to upload/ import into another system such as Excel.
From here, you can save this file onto your desktop to upload/ import into another system such as Excel.
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