How to Export Order Forms to Excel in MeasureSquare CRM
In this article, we will cover how to export order forms into an Excel file in MeasureSquare CRM
This article applies to MeasureSquare CRM.
In the List View select the desired type of order form [1] you wish to export, then click the dots drop down and select Export to Excel or Export Current to Excel [2].
Export to Excel: This option will export a basic overview of the module including certain fields like Contacts, Companies, Quotes, Bids, Invoices, Purchase Orders, Vendors, Work Orders, Installers, and Subcontractors.
Export Current to Excel: This option will export all the currently visible columns in the module to the Excel file.
The Excel file contains a basic over view of all of the entries for the selected order form as shown below:
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