Objective: To export contacts and project records from ProjectMark in a spreadsheet format for easy access and use outside of the platform.
Key Steps:
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Click on the "Export Data" button within ProjectMark.
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Select "Create New Report" to begin the export process.
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Provide a title for the report and specify the report occurrence.
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Customize the export by selecting filtering options for set or all properties.
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Click on "Generate" to initiate the export process.
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Download the exported file containing contacts or project records.
Cautionary Notes:
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Ensure that the correct data is selected for export to avoid errors.
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Double-check the filtering options to include all necessary information in the export.
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Be cautious while handling sensitive data during the export process.
Tips for Efficiency:
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Use consistent naming conventions for reports to easily identify them later.
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Regularly export data to maintain up-to-date records outside of ProjectMark.
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Save exported files in a secure location to prevent data loss.
Link to Loom
https://www.loom.com/share/35fca135d0af4d0cbbee692641aef0d9