Export from CreataCRM

In CreataCRM, you can export out most list views out to Excel. You can turn off and turn on export in security roles, But by default you should be able to export the view columns and the format.

To Export the Contact List for Example

  1. Click on Nav Bar
  2. Customers
  3. Contacts

This gives a list view of your contacts

To export out

To Export Out, Click on the Export to Button

Options to Export are

  • CSV
  • HTML
  • Image File
  • MHT
  • Text
  • PDF
  • Word (RTF)
  • XLS file
  • XLSX File

What exports out

The Export will export what is display on the list view. Highlighed in red, see the columns are in order and match the same views. To add and remove columns

Can Support Export to Groups

The great thing about export, is it can export out when you group columns

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