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How to Export from any module in the CRM

Updated over 10 months ago

Step-by-Step Guide: Exporting Data in Dazos

Step 1: Log in with Admin Credentials

Ensure you have admin access to your Dazos instance:

  1. Open your Dazos instance in a web browser.

  2. Enter your username and password.

  3. Click the Login button.

Step 2: Navigate to the Desired Module

  1. Once logged in, go to the Main Menu.

  2. Click on the module from which you want to export data. For example:

    • To export account data, select the Accounts module.

Step 3: Load the List View

  1. After selecting the module (e.g., Accounts), wait for the list view to load.

    • This list will show all the records in the module.

Step 4: Access the Export Option

  1. In the list view, locate the MORE icon (typically at the top of the page).

  2. Click the MORE icon to reveal additional actions.

Step 5: Export the Data

  1. From the dropdown that appears, find and click on the Export option.

  2. You can now proceed to export the data as needed.

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