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How to Export Data (Envelope icon)

These are instructions to add export data functionality to the Print Preview screen; installation of select files will activate the 'envelope' icon. This allows you to “print” this rendered data to a file format on disk, Excel spreadsheet, etc. 

Browse down to the file attachment and open/save that for complete steps.

NOTE: Instructions updated for MS Vista/Windows 7.0 64 bit operating systems in the path options below.

When CRPE32.dll files are installed properly (C:\windows\system32 or C:\windows\syswow64), the decisions will then be:

1) Output file type (CVS, etc)
2) Destination (where to write it to)

With those files copied in, you should be able to build a customer list, followup list, etc, and when the envelope is clicked and opens, a dialog asking type of output (Excel, etc) AND then the destination (file, email client, etc). Make sure the file location selected is where it can easily be found later.

 

 

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