1.7.How to Export Services:

In TDS CRM, besides importing you can also export the services from TDS CRM to external sources. Proceed with the following steps for exporting services.

  • Go to Inventory > Services.
  • Click the Export icon from the toolbar.
  • Select the options for Export Search Criteria Records and Export Search Types.
  • Click Export Services.
  • It will prompt you to open or save the file.
  • Select Save and press OK
  • It will download and save the file in your system.