HansaManuals Home   >> Standard ERP   >> CRM   >> Exports  

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Opis dotyczy systemu HansaWorld Enterprise wersja 4.2  

Activities

This command exports data from one or more Activities.

Period

Paste Special    Reporting Periods setting, System module

Enter the start and end date of the reporting period.

Customer

Paste Special    Customers and Suppliers in Customer register

Limit the selection to Activities recorded or scheduled for a single Customer.

Person

Paste Special    Person register, System module

Enter a Person's initials to limit the selection to Activities recorded, scheduled or carried out by this person.

Activity Type

Paste Special    Activity Types setting, CRM module

Enter an Activity Type to limit the export to Activities of that Type.

Activity Row Code

Paste Special    Text Types setting, CRM module

Enter a Text Type to limit the export to Activities featuring that Type.

Press [Run] to start the export. When it has finished, close the 'Export' window using the close box.

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