Selecting Info Areas

To select an info area:

1. Switch to the Info Area tab.
2. In order to include fields from an info area in the format:
   • Double-click on the desired info area in the Info Area list.
   • Or select the info area and click on (Add).
   • You can select multiple info areas by holding down Ctrl whilst clicking in the list.

The selected info area(s) are displayed under Other Info.

1. If you click on the icon, the icon is displayed with a red tick . If you now add new info areas, these are added as a child of the other info area. Click on the icon again to remove the dependence, and to add further independent info areas (or dependent on another info area).

The following global options are available:

• Rights are not tested: Enable this option to ignore the rights settings specified in the Rights module. This option is only available if you have started update.CRM win as the administrator.
• Display Deleted Records: Enable this option to transfer records that have been marked as deleted. This option is only available if you have started update.CRM win as the administrator.
• Descending: Enable this option to sort the records by descending order.
• Max. no. records: Enter the maximum number of records that should be transferred.

When you add placeholders for fields to the transfer fields format, you need to decide how many dependent records are to be transferred per info area. If you want to use a transfer fields format for the transfer to Excel, the field must remain empty.