Transfer Conditions

The following are taken into account when transferring data to your word processor or spreadsheet:

  • The rights assigned to the user.
  • The conditions in the transfer fields format defined for any other info areas apart from the currently active info area. i.e. if you define conditions applying to activities in the transfer fields format, then these conditions are applied if you then transfer company data.
  • Conditions and autofilters that are active for the current info area.

This means that data that are not displayed due to active conditions are not transferred either.

The following are not taken into account when transferring data:

  • Conditions in the transfer fields format defined for the current info area. i.e. if you define conditions applying to companies in the transfer fields format, then these conditions are not applied if you then transfer company data.
  • Conditions and autofilters that are active for any other info area than the current info area.

Records that are not displayed due to such conditions are transferred nevertheless.