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YetiForceCompany / YetiForceCRM

Our team created for you one of the most innovative CRM systems that supports mainly business processes and allows for customization according to your needs. Be ahead of your competition and implement YetiForce!
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export module (invoices) #894

Closed lalord closed 9 years ago

lalord commented 9 years ago

The export module needs a way to select which columns to export.

eg. when exporting invoices all freetext / description data is also added to csv file. If long texts are added as description / nots - the csv data cant be imported in a usefull way for Excel.

How about adding a tick for export saying "export only filter columns"

rlstanek commented 9 years ago

If wanting to export just specific fields/columns create a Report for exactly what you want. Then in Reports you have a feature option to export there. On May 23, 2015 3:28 AM, "lalord" notifications@github.com wrote:

The export module needs a way to select which columns to export.

eg. when exporting invoices all freetext / description data is also added to csv file. If long texts are added as description / nots - the csv data cant be imported in a usefull way for Excel.

How about adding a tick for export saying "export only filter columns"

— Reply to this email directly or view it on GitHub https://github.com/YetiForceCompany/YetiForceCRM/issues/894.

bpabiszczak commented 9 years ago

lalord What is currently in the system has been inherited from Vtiger. We are planning to implement a complex financial system that will use current standards. It means that it will be possible to export documents mainly to EDI format so you will be able to move documents between CRM and ERP or send them automatically to customers in PDF/XML formats. Unfortunately, such implementation requires a few months of changes within the system but we are heading this way.

rlstanek Good idea provided that a list of products and services isn’t required :p