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07.11 – Data backup – FUNCTIONS

Function of saving general data in archive on a local PC is available to users with administrator’s privileges. Saved data can be used for further work, for example, in MS Excel.  

The feature of exporting the database ensures:

The base is exported to the archive, and upon unpacking 3 separate CSV files are extracted: Deals, Companies, and Persons. Files may be easily converted to any convenient format, e.g., XLS.

CSV file can be opened directly in MS Excel, Google Sheets, and other applications
Exporting data from the Settings section

Learn more about the process in the summary below.

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