Exporting and Sharing search result list in PDF and Excel

CRM.pad now allows you to export a search result list to PDF or Excel formats and share it with others by email.

To export and share a search result list in PDF or Excel formats:

1. Tap on and select the desired info area, e. g. Companies.

   All records are listed.

2. Enter your search criteria in the Search field.
3. Only the fields listed as ghost text in the Search field are included in the search. For example, in the screenshot below, Last Name, First Name, and Company can be searched in the Person info area.
   
   
   
   Note: Your administrator determines which fields are included in the search.

   Data is searched for as you type. Hits are listed below the Search field

4. Click. The export options display.
   
   
   
5. Select the PDF or Excel from the menu options. The PDF or Excel file is generated containing the search result list and attached to a new email message. You can now share the PDF or Excel copy with the required recipients.
   
   
   

   A sample PDF copy is shown in the screenshots below.

   
   
   

   A sample spreadsheet is shown in the screenshot below.