CRM Phase 3 - Flipbook - Page 65
STEP
PROCESS
STEP 8
Select Check query.
STEP 9
Click on Proceed to run the enquiry.
STEP 10
From the next window select Download to PC. However, it is possible to view, delete
or print the file before downloading it.
Click on OK.
STEP 11
Enter a PC filename and a location to export the file to.
By entering the above, as an example, the Autoline system will place the file on the 8C9
drive of the PC and call it letter.csv. The file can have any name, but it must be
followed with .csv. Click on OK.
Please Note:
If there is already a file in this PC location called the same the system will overwrite it
without prompting.
STEP 12
The file can now be retrieved from the destination on the PC.
Ad-hoc Exporting Output Methods
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