Estimates App enables you to export a group of records at the same time. Rather than exporting each record manually, you can export a number of records together using the Bulk actions feature. The records are downloaded in .csv format.
- Go to Estimates App → Show All → Select the records to be exported → Bulk Actions → Export.
How to export all fields without tables in Estimates App?
In all fields export, you can export all the information in the record excluding the tables like Custom tables, Services provided, and Products/Items sold.
- Here, you can see that the tables present in the Estimates app like Services provided and Products/Items sold are not exported.
How to export all fields with tables in Estimates App?
In all fields with Tables export, you can export all the information in the record including the tables like Custom tables, Services provided, and Products/Items sold.
- Here, you can see that the tables present in the Estimates app like Services provided and Products/Items sold are also exported.
