Exporting Report
I'm trying to export a report listing information, including the info in the field titled "Primary Contact". I don't see this as a choice in the available fields for the export. Does anyone know where to find this field?
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09/19/08 12:50pm PDT
Viewed by asker 09/19/08 1:10pm PDT
Viewed by asker 09/19/08 1:10pm PDT
2 Replies
09/19/08 1:02pm PDT
I assume you want the field in a customer setup screen labeled "contact" (as opposed to the "alt contact" one). This can be added to a report and then exported to Excel in QB 2007 and 2008 (at least).
Start with a report like the one at Reports>Lists>Customer Contact. You should see that the "contact" column is there by default. Press the "Export" button at the top to send to Excel.
09/19/08 1:10pm PDT
Latest post
Actually, I'm trying to include the information in the last field of the "Client Information" screen, under "Misc Info". Thanks.
