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Thread: Export from Contacts list view

  1. #1
    sbantz is offline Sugar Community Member
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    Default Export from Contacts list view

    Sugar CRM Community Edition version 5.0.0.b

    My list view under Contacts is customized to show name, address, city, state, and zip. I would like the Export function to only export these fields to the csv file so we can easily do a mail merge with Word. Is there a way to get the export to dump only those fields rather than every field in the database for that record? I'd hate to have to delete all the un-needed fields in the csv file each time.

    We used to use Microsoft Sharepoint and that had the ability to export any view you created right to Excel. Maybe I am just confusing the intent of the export feature in Sugar.
    Last edited by sbantz; 2008-03-13 at 08:42 PM.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Export from Contacts list view

    You are not confusing the intent of the export feature, but it doesn't have the functionality you are needing. You would need to modify the Sugar code to get it to do that.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    bntmobile is offline Junior Member
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    Default Re: Export from Contacts list view

    Hola Angel, quiero hacer eso que mencionas, tengo la vista lista de mis oportunidades y quiero solo exportar aquellos campos que estan visibles en el la vista lista, me puedes dar algun tip pra modificar el código. de antemano gracias...

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Export from Contacts list view

    Tendria que modificar create_export_query() dentro de Opportunity.php en <sugar>/modules/Opportunities para aplicar esa modificacion.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  5. #5
    jlpalermo is offline Junior Member
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    Default Como conoces los campos que se muestran?

    Para pder montar la consulta como sabes los campos que se están mostrando en la consutla.
    Y por otra parte ¿Como se podría exportar a formato EXCEL?

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