Sales: How do I export to Excel format the Further Description maintained in document?

Question: How do I export to Excel format the Further Description maintained in document?

Version: 1.8 / 1.9 / 2.0

Answer:

1. Drag out the column “Further description” from column chooser

2. Go to Report and click on “Convert Further Description and Note to Plain Text”

3. “Conversion Completed”. Click on OK.

4. Right click on any column header and choose “Export to Excel”.

Note: This option is applicable only in Detail Listing Report.

By: Lay Swan 171020, KM 171024, P171103

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