How to Export Order Forms to Excel in MeasureSquare CRM

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 [2].
Info
You are able to export: Contacts, Companies, Quotes, Bids, Invoices, Purchase Orders, Vendors, Work Orders, Installers, and Subcontractors.



The Excel file contains a basic over view of all of the entries for the selected order form as shown below:



For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com

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