Forum Discussion

Tropical2016's avatar
Tropical2016
Cover User
3 years ago
Solved

Import Jobs

How can i export/import just the job list.

Just job name, job number, linked customer. (maybe manager, dart date)

 

 

5 Replies

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  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Hi

     

    Go to the File tab

    select import /export Assistant

    select either import or export

     

     

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    sorry hit post

     

    select the type of data - Job in your case

    select tabs or comma format ( not sure which is best but easy to try either)

    select the fields you want

    then export

     

    Hope that helps

    Lisa

  • Tropical2016's avatar
    Tropical2016
    Cover User
    3 years ago

     

    Yes, but i cannot see a slection for jobs as data type.

    Accounts

    Activities 

    Activity Slips

    Cards

    Contact logs

    Custom Lists

     

    Non of these just can import jobs and job number?

    Or can i create a csutom list.

     

     

    Thanks

    Sandra

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Keep scrolling down 

    Lisa