Exporting data Exporting to file
DATA FIELD FORMAT
Data separating character
– The character that separates the database field name and its value. Example: If the data separating character is set to ‘=’, the result in the field ‘City’ will be: City=Miami. If set to ‘#’, the result in the field ‘City’ will be: City#Miami
Field separating character
– The way fields and their values are separated.
Example: Choosing "Tab" as separating character:
Line: First name: John
City: Miami
Result: First name: John City: Miami
Custom field separating character
– If you select ‘Custom’ in the ‘Field separating character’, you can specify a custom character to separate between fields.
Example: Choosing "&" as separating character
Result: First name: John&City: Miami
Note
: If the character you selected as field separator appears in the record text, it will be removed from the text and replaced with spaces. Example: If you select "," as your field separating character, and your City field text contains the string "Rosewood,Paris,Texas" the string will be displayed as follows: "City,Rosewood Paris Texas. The selected character will be inserted between the value City and the text string.
1.
Click
Next
.
2.
In the screen that opens, select the fields of each module you want to be included in the data export
3.
In the screen that opens, select the fields of each module you want to be included in the data export
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Exporting data Exporting to file
Figure 8-13: Module and fields selection for export
4.
Select the record fields you want to have exported as follows: s
To select all the module fields – Check the box next to the module. All the module fields will be listed in the Selected Fields column. s
To select specific fields in each module, expand the module by clicking on the
“+” next to it, and then check the fields you would like to have exported
5.
You can remove selected fields from the selected fields list on the right, by selecting fields and clicking the remove arrow, or by deselecting their checkbox in the left module fields' column.
6.
Check Notes and Category if you wish to have the notes and categories exported together with the records.
7.
You can determine the place, in which the selected field will appear on the exported web page, by selecting a field in the right column, and using the up and down arrows to move it up and down the list. Click Next .
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Exporting data Exporting to file
Figure 8-14: Extra export data (Web export)
8.
In the Extra export data screen that opens, select the desired options. You can edit the field labels of each option you select in the Field Title field.
9.
Determine whether the extra data will be attached at the beginning or the end of the exported data.
10.
Click Finish ed to complete the File Export list.
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Transferring data to an application
TRANSFERRING DATA TO AN APPLICATION
In addition to exporting data to applications using the clipboard, you can also transfer data to supported applications in the destination application format. For example, you can have a record transferred directly into a Microsoft Outlook contact management file. In this case, a new contact record will be added automatically to Outlook, containing the transferred data.
§
Select the record(s) you want to transfer in the main screen's record list.
§
Select Transfer from the File menu.
Figure 8-1: The transfer dialog
§
Select the desired options
§
Click Transfer .
Note
: Currently the transfer function only supports Microsoft Outlook.
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