Tropical2016
3 years agoCover User
Import Jobs
How can i export/import just the job list.
Just job name, job number, linked customer. (maybe manager, dart date)
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Lisa
How can i export/import just the job list.
Just job name, job number, linked customer. (maybe manager, dart date)
Keep scrolling down
Lisa
Hi
Go to the File tab
select import /export Assistant
select either import or export
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
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
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Lisa
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