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Digital Inventory Management
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More Flexibility in the CSV Export of Orders, Quotes and Jobs
We have improved the CSV export system within the Service Panel. Users now have the ability to export precisely the data they need from Quotes, Orders, and Jobs pages with enhanced filter integration. This update eliminates the need for separate filtering interfaces by enabling direct export of the currently filtered list displayed in the sales transaction table. The new system retains the full range of columns traditionally exported, ensuring a seamless transition for all users. Additionally, any new filters introduced to the table view will be automatically available for CSV exports, further streamlining the data management process. This enhancement is designed to provide a more efficient, user-friendly experience, allowing for focused analysis and reporting by exporting only the relevant data segments.
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See also
Quality Management & Machine Connection
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