CRM Phase 3 - Flipbook - Page 102
Exporting - Export
Within the
Advanced enquiry
click on the Verbs
button
Select the verb of
Export
Refer to the process notes
for more information
Enter the required
export directory at
the end of the
enquiry
Click on Check
query followed by
Proceed
From the window
prompt select
Download to PC
E.G.
C:MailshotHatchback letters.csv
Enter the PC directory
of where the data will
be exported to and
click on OK
Open Excel and search for CSV
files in the appropriate directory
Exporting - Export
02.030.15.L3 9304E
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