Import/Export

1 List Data

The data displayed in the list is the same as that in the customer list.

By clicking on the list, the customer details open directly on the right side of the list, and the user can add contact records, contacts, opportunities, contracts, and new reminders.

2 Import

Step 1: In the top-right corner of the page, click "Import".

Step 2: Export the template by clicking on "Export template"

Step 3: Fill up the Excel template

Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".

Step 5: Select whether you would like to add new data or update the existing data, once done, click on "Start importing" to begin the import.

When the import is complete, an Excel file will be generated to inform the user of the import status of all rows.

2.1 Import Success

4.2 Import Fail

When the import failed, the system will provide the reason for failure in the import report.

3 Export

Step 1: In the top-right corner of the page, click "Export".

Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.

The system will automatically generate and download the exported data in Excel format onto the user's device.

Remark:

• This will export all the data that is shown on the current display list, across all pages. If your settings for the list are set to 10 results per page, the export will still include all existing data.

• The user can also export the desired data by filtering, searching, and applying query conditions before the export.

4 Filtering/Searching

4.1 Filter

4.1.1 Existing Filter

The filter function allows users to refine or narrow down the data list based on the selected criteria.

Click on "More filters" to view more filtering options available.

4.1.1.2 Create new filter

Users can save their preferred filter by entering/selecting the condition and click "Save" or "Save and Search" to be directed to the result straight away.

Step 1: Click on the icon next to the search box.

Step 2: Fill in the relevant condition and click on "Save".

A new filter condition will be created.

The filter name can be changed by clicking on

Click on the save icon when completed

New filter is created.

In the Advance Search, click on the (X) to delete the filter.

4.2 Search

4.2.1 Simple Query

The user is able to search for customers using customer name, contact number, company address, account executive, customer service representative, contact name, contact phone number, and customer creator that are similar to or match the text entered in the search box.

4.2.2 Advanced Query

The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria. Step 1: Click on the icon next to the search box.

Step 2: Fill in the relevant condition and click on "Search".