How do I save the data in Simple CRM on my computer?

It all depends on what you mean by saving.

You can synchronize your calendar with a local client, such as Outlook, Thunderbird or Sunbird, via the ICAL feed. This is already a first copy allowed by Simple CRM.

Via our CONTACT - GMAIL synchro, you can also synchronize your contacts with Outlook via the tools:

Please note that this software only works with Google APPS. For classic GMAIL accounts, please use freeware:

Same for Thunderbird:

You can more simply, export a contact from its card, by clicking on the button "VCard - Export this contact in Outlook / Thunderbird".

If by saving, you mean copying the content present in Simple CRM, to read it from Microsoft Excel, Open Office or Libre Office, this is also possible.

You can indeed, at any time, recover the data via the export modules. Note that Simple CRM only allows this function to the CRM administrator.

Contacts and Companies: from the Administration area, button "Export contacts and companies in CSV format".

Interactions: from Interaction, button "Export Interactions".

No comments:

Post a Comment

We will usually reply within 04 – 24 hours (but Saturday and Sunday)