Exporting Records to a File

You can export records to a file. The group column headings and formatting will also be exported.

To export records to a file:

  1. View the group or lookup results that contain the records you want to export.
  2. Do one of the following:
    • Select one or more records by pressing the CTRL or Shift key as you click each item.

      The Task Pane, contains Common Tasks section. In this section, you can select Export.

      Note: If you do not select any records, you may be asked if all the records in the group should be used. If you click Yes, all the group records are selected.
    • To export the entire group, right-click the group tab and click Export.
    Note: If you do not select any records, the export will be handled by the Job Server.
  3. Select the file format you want to use:
    • Excel: The records are exported to Microsoft Excel.
    • Standard CSV: Individual records are separated by a comma.
    • Tab Delimited: Individual records are separated by a tab.
    Note: If you want Infor CRM to remember the selection and you do not want to be prompted again, select Remember my selection and do not ask again field.
  4. Click OK.
    Note: You may receive an error if you try to export a group that includes a data field with a large amount of data.
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