You can export selected records to .csv or .xlsx (Microsoft Excel).
Before exporting the data, you can select which fields of the item you want to export, or you can check export all fields with one click.
The default separator in AutoCRM is the semicolon “;”, each user can change it in the preferences.
Most entities can be exported, for example:
- invoices
- clients
- organization
- tasks
- projects
- offers
- calls
- leady
