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

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


Answer:

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


Fd1.png


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


Fd2.png


3. “Conversion Completed”. Click on OK.


Fd3.png


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


Fd4.png


Fd5.png


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


By: Lay Swan 171020, KM 171024, P171103



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