Forum Discussion

Tropical2016's avatar
Tropical2016
Cover User
3 years ago

Import Jobs

How can i export/import just the job list.

Just job name, job number, linked customer. (maybe manager, dart date)

 

 

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    Hi

     

    Go to the File tab

    select import /export Assistant

    select either import or export

     

     

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    sorry hit post

     

    select the type of data - Job in your case

    select tabs or comma format ( not sure which is best but easy to try either)

    select the fields you want

    then export

     

    Hope that helps

    Lisa

    • Tropical2016's avatar
      Tropical2016
      Cover User

       

      Yes, but i cannot see a slection for jobs as data type.

      Accounts

      Activities 

      Activity Slips

      Cards

      Contact logs

      Custom Lists

       

      Non of these just can import jobs and job number?

      Or can i create a csutom list.

       

       

      Thanks

      Sandra

      • LRBooks61's avatar
        LRBooks61
        Ultimate Cover User

        Keep scrolling down 

        Lisa