There are two ways to download registers or a list, via Group Settings and via certain orders and registers.
Download
If you see this symbol, you can download a list. You can filter the list by performing a search, for example on a customer name.
Note that this doesn’t work well if you’re using a Mac and have saved the app to the “Dock”. Open the page in a browser instead and download the file that way.
Export registers via Group settings
Admin permissions are required.
Do this:
- Go to the page Group settings.
- On the Group Settings page go to the bottom of the page and click on Export Records. You will end up on the Export page.
- Select a register for downloading by clicking on the file.
These registers can be downloaded as csv-files. Csv-files can be opened in f.i. Excel or Numbers.
- Article register
- Customer*
- Service objects
*Regarding the customer register, note that only the visitor address is exported (also applies to the country information).
