*Feature Request* Ability to Export / Import Records?

[Dexx]

Hey T,

I was just thinking of how useful it could be to allow the exporting and importing of records into other copies of the same software.


For example Business XYZ, everyone has Client Tracker v2.0

Employee A has Client Tracker filled with his client records

Employee B has Client Tracker filled with his client records


Employee A decides to leave and go elsewhere, so Employee B is able to have the client records of Employee A loaded into his list of records.

Then perhaps Employee C is hired to replace Employee A, so Employee B exports a SELECT group of client records for Employee C to get started with (not all of them)


Since the software and record fields would all be the same I thought maybe this would be a simple addition (I don't think its possible now?)


What ya think?

[TigerSoftware]

Hey T,

I was just thinking of how useful it could be to allow the exporting and importing of records into other copies of the same software.


For example Business XYZ, everyone has Client Tracker v2.0

Employee A has Client Tracker filled with his client records

Employee B has Client Tracker filled with his client records


Employee A decides to leave and go elsewhere, so Employee B is able to have the client records of Employee A loaded into his list of records.

Then perhaps Employee C is hired to replace Employee A, so Employee B exports a SELECT group of client records for Employee C to get started with (not all of them)


Since the software and record fields would all be the same I thought maybe this would be a simple addition (I don't think its possible now?)


What ya think?

Hi Dexx,


Importing is on the to do list.

Exporting is already there. Click on one of the navigation items on the left to bring up the records. Click on the tab called tools at the top. There is a export button that allows you to export the records (only the columns that are displayed) into different formats including csv.


Thomas