Exporting records to a file

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

To export records to a file:

View the Groups or Lookup results that contain the records you require to export.
Select one or more records by pressing the CTRL or Shift key as you click each item.
Note: To export records you can:
- Select Export under the Task Pane in Common Tasks section.
  Note: If you do not select any records, you are asked if all the records in the group must be used. If you click Yes all the group records are selected.
- Right-click the Group tab and click Export to export the entire group.
  Note: If you do not select any records, the export is handled by the Job Server.l
Select the file format you require 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 require Infor CRM SLX to remember the selection and you do not require to be prompted again, select Remember my selection and do not ask again option.
Click OK.

Note: An error is displayed if you try to export a group that includes a data field with a large amount of data.