Live Forums/Traffic Server - Knowledge Base/Companies & People Tab

Export People Details From Companies

Aaron Wassell
posted this on December 14, 2011 12:52

1. Open the 'companies' tab and search for 'all' from the search field.

2. At the bottom of the list is a link labelled 'show staff from found companies' - click this.

3. Next click into list view (select the icon made of horizontal lines next to the magnifying glass in the top-right corner)

See marked items on screen-shot below

1copy.jpg

4. Now if you want to export all available fields from the list (This will include company addresses as well as the contact details) just click the MS Excel icon to the upper-left of the list (next to the print icon). If you prefer to choose which fields are exported, skip this step and continue from step 6.

2_copy.jpg

5. Following this you will be asked to choose an export format and location to save - the list will then be exported. This export is now complete.

3copy.JPG

6. Click into 'file' on the Filemaker toolbar, and select 'export records'. After choosing the export format and save location, you can select which fields are exported by clicking 'clear all' to clear the current export fields, then go through the items on the left column and double-click any fields you want to export.

Export.jpg

7. Once you have all required fields moved to the right-hand column just click 'export' to output the data

Export_list.JPG