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Export

The export button, whether on the record lists or on a particular record, allows data to be downloaded (download to device) in any format (PDF, Excel, Word or HTML).

Note

In the case we want to export from the list (for example, Contact list, invoices, etc.) we can determine what columns we want to export (excluding unavailable columns). This is managed in the Show / Hide Columns </ em> option in the column, Grid Export. Use the green button if we want to export the column, or choose the red button if we do not want to export the column.

Note

If you add a new column to the list, you need to set the export options. Otherwise, the options are set by default, i.e. the column is available and can be exported.

Note

The order of the columns on the exported report corresponds to the order in the projection.

Note

It is possible to export multiple records which can be set in the Main Settings under the item Reports on projections. If you see the MultipleByMultipleIds </ em> text in the Parameters column, you can select multiple records using the green “check” and then click the button to generate a predefined print template in the selected file (pdf, jpg, etc.) at the bottom of the page. In the case of multiple selected export records, one zip file is generated in which we can find partial selected records in the desired formats.

Category: VistosCRM HelpBy eswadminNovember 12, 2018

Author: eswadmin

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    • We have chosen Vistos CRM from Euro Softworks s.r.o.  as a comprehensive CRM solution that enables us to manage customer information from partners in our service concept, including the ability to create subdivisions. We mainly appreciate the built-in features for data cleaning and validation, automatic addition of information from the business register and reporting tools. Vistos CRM is a good tool for managing business not only with focus on customers.

      Lukáš Štelcl
      Manager of service concept ACC – Stahlgruber
    • Euro Softworks helped us at the beginning with the establishment of Salesforce licenses for nonprofit organizations. We appreciate responsive approach while setting up our customizations and we would like to express that we are satisfied with the selection of our Salesforce partner. We are happy to further recommend this company.

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      Roman Novotný
      Member of supervisory board, Bátor Tábor
    • We were facing problems with ineffective setup automation in Salesforce for a long time. Thanks to the Euro Softworks audit, we got an overview of the stage of all automation in Salesforce instance. We also highly appreciate the proactive approach in consultations.

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      Jan Škapa
      IT Director, Students For Liberty
    • For our entire company, I can say that Vistos CRM from Euro Softworks s.r.o. became for us an essential and important part of our business. It greatly facilitates our work, saves time and allows us to monitor, how we are doing in terms of sales. It also helps us with planning work and its distribution among employees. We appreciate the clarity of the system, the ability to filter by order parameters and we also appreciate quick search. We can just recommend Vistos CRM.

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      Petr Coch
      Executive director, AVANTICA
    • Vistos CRM from Euro Softworks s.r.o. helps us to deal with our customers, we actively use it to create and plan marketing activities, track the development of individual stores and much more. Since it’s implementation and for the time of using the system, we are very satisfied with it. A great advantage for us is the possibility to customize Vistos CRM at any time according to our needs. We also appreciate the proactive approach of Vistos CRM support.

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      Denisa Vacíková
      Consultant, trainer and project coordinator in MgC Consulting
    • We have been using CarRental system from Euro Softworks s.r.o.  since 2014 and we are happy with it. CarRental significantly helps us with the car rental operation, it facilitates work with clients and the administration of the whole car rental business. Programmers from Euro Softworks s.r.o. tailored an application for us, where we can easily and quickly record short and long rentals of our vehicles for corporate clients. The system has brought our car rental companies into a better overview and increased the efficiency of our employees’ performance, who are spared the lengthy filling of paper or excel forms and spreadsheets.

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