2.6. How to Export Service Contracts?

In TDS CRM, you can also export the service contracts for further processing or analysis to other applications. The export procedure is simple and requires the following steps:

  • Go to Support > Service Contracts.
  • Click the Export icon from the toolbar. It will display the export window.
  • Select the Export Search Criteria Records and Export Record Types.
  • Click the Export Service Contract button. It will prompt you to open or save the file in your system.
  • Select the option of Save and press OK.