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SugarCRM Advanced Export Plugin - AppJetty

Advanced export SugarCRM is easy to use but very powerful plugin to export the huge chunk of desired data in CSV, PDF and XLS file format from custom module list view section and its sub panel section.

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SugarCRM Advanced Export Plugin - AppJetty

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  1. TABLE OF CONTENTS Introduction ...................................................... 1 USER MANUAL Benefits of Advanced Export ........................... 1 Installation & Configuration............................. 2 SugarCRM Plug-in Installation.......................... 2 License Configuration ...................................... 4 Role Based Access Control on Export ............... 5 Extension Configuration ................................... 6 Enable Module for Export ................................ 6 Enable Fields for Export ................................... 8 Export List View Records ............................... 10 Export SubPanel Records ............................... 12 ADVANCED EXPORT Contact Us .......................................................14 Version: 1.0 Compatibility: Community Edition: 6.4.x, 6.5.x Professional Edition: 6.5.x

  2. USER MANUAL – SugarCRM Advanced Export Introduction AppJetty provides effective solution in the form of Advanced Export which allows the users to maintain and send huge records from their SugarCRM to others seamlessly and fast.It also provides users with the liberty to select the type of file they want to choose for exporting the data. This plugin can export the desired data from ‘Module List View’ section and its ‘Sub Panel’ section in the format of CSV, PDF and XLS files. It helps the users of SugarCRM to send and retain the relevant records in these three easy to manage formats. Benefits of Advanced Export •Export Records in Multiple File Formats The user has the option to choose from CSV, PDF or XLS file type option to export the data of various modules and its fields. •Choose Fields to be Exported The users also have the facility of choosing the required fields for which they want to export the data based on their requirements. •Export from List View and SubPanel Users can use simple and easy way to organize file formats i.e., CSV, PDF and XLS to export important data from different module lists and related sub panels. •Role Based Access Control on Export Admin can easily control the modules to be exported based on the roles of users. •Easy Sorting of Data Exported Users can export the data in a sorted way directly from ‘Module List Views’ in CSV, PDF or XLS format. www.appjetty.com 1

  3. USER MANUAL – SugarCRM Advanced Export Installation & Configuration SugarCRM Plug-in Installation •To start with the installation, log-in as Administrator into SugarCRM. Go to the Administration page and click on ‘Module Loader’ to install the package. •Browse the zip file and click on ‘Upload’ button under Module Loader screen. After uploading package, click on the ‘Install’ button to install the package. www.appjetty.com 2

  4. USER MANUAL – SugarCRM Advanced Export •Click on ‘Commit’ button to finish the installation. After successful installation you can see ‘SugarCRM Advanced Export’ installed in plugin list on Module Loader page. •Now, we need to repair your SugarCRM Instance. For that, go to Administration page and click on ‘Repair’ link, then click on ‘Quick Repair and Rebuild’ link. www.appjetty.com 3

  5. USER MANUAL – SugarCRM Advanced Export License Configuration •Once you have installed the extension, navigate to the ‘Advanced Export’ section and click on ‘License Configuration’ to Validate the license and module configuration. •By clicking on it you will be redirected to the ‘License Configuration’ screen. Now validate the license by entering the provided license key in ‘License Key’ field and clicking on ‘Validate’ button. •Thereafter enable the module by choosing ‘Enable’ option from ‘Enable/Disable’ dropdown list under ‘Enable/Disable Module’ section. Lastly click on ‘Save’ button to save the configurations. www.appjetty.com 4

  6. USER MANUAL – SugarCRM Advanced Export Role Based Access Control on Export •To manage the access rights of exporting data as per the user’s role, navigate to Admin -> Role Management, choose / create the role and go its detail page. •Thereafter, double click on the cell value of particular module under ‘Export’ column for which you want to manage the access rights of exporting the data. www.appjetty.com 5

  7. USER MANUAL – SugarCRM Advanced Export Extension Configuration •After installation you can see ‘Advanced Export Configuration’ tab in admin panel. In this tab you can see two sections ‘Enable Module for Export’ and ‘Enable Fields for Export’. Enable Module for Export •To enable modules for export, click on ‘Enable Module for Export’. By clicking on it you will be redirected to its detailed section. •Now to enable the Advanced Export for modules list, view click on ‘LISTVIEW CONFIGURATION’ tab. Select the modules by checking the checkbox besides the particular module and click on ‘Save’ button to save changes. www.appjetty.com 6

  8. USER MANUAL – SugarCRM Advanced Export •Thereafter to enable the Advanced Export for sub panel modules, click on ‘SUBPANEL CONFIGURATION’tab. •By clicking on it you will be redirected to its detail page. Now select the modules by checking the checkbox besides the particular module and click on ‘Save’ button to save changes. www.appjetty.com 7

  9. USER MANUAL – SugarCRM Advanced Export Enable Fields for Export •Once you have enabled the modules of List view and SubPanel, view go to Admin -> Advanced Export Configuration and click on ‘Enable Fields for Export’to choose the fields / columns which are to be displayed in the exported files. •By clicking on it you will be redirected to its detail page. To manage the fields of List view modules, click on ‘LISTVIEW CONFIGURATIONS’ tab and choose the module from ‘Modules’ dropdown list. Now Drag and Drop the fields of particular module which can be exported to ‘Export Fields List’ section. Lastly click on ‘Save’ button to save the changes. www.appjetty.com 8

  10. USER MANUAL – SugarCRM Advanced Export •Similarly, to manage the fields of Subpanel modules, click on ‘SUBPANEL FIELDS CONFIGURATION’ tab and choose the module from ‘Modules’ dropdown list and SubPanel from ‘SubPanel’ dropdown list. Now Drag and Drop the fields of particular module which can be exported to ‘Export Fields List’ section. Lastly click on ‘Save’ button to save the changes. www.appjetty.com 9

  11. USER MANUAL – SugarCRM Advanced Export Export List View Records •Once you have saved the changes, you can log into any of the assigned user’s account / admin account and navigate to Main Menu and choose any module from the above configured module. •Thereafter select the records which are to be exported, click on the dropdown button in the top row and choose from following options: ▪Export in Excel: To export the records in Excel or XLS format. ▪Export in CSV: To export the records in CSV format. ▪Export in PDF: To export the records in PDF format. •After choosing the option selected records will be exported in selected file format. The records will be downloaded as per the selected sorting of column in the records list. www.appjetty.com 10

  12. USER MANUAL – SugarCRM Advanced Export •Along with this, user can also export any other fields as well by selecting the desired fields and clicking on ‘Export’ button from the List View of Modules. •By clicking on it ‘Choose Export Fields,’ a window pops up on user’s screen. Now Drag and Drop the fields of particular module which can be exported to ‘Export Fields’ section. Moreover, choose the required type of sorting from ‘Sort By’ field and click on ‘Save’ button to save the changes. www.appjetty.com 11

  13. USER MANUAL – SugarCRM Advanced Export Export SubPanel Records •To export the subpanel records, navigate to subpanel view by clicking on any of the particular records. Now you will be redirected to its subpanel view. •Thereafter, choose the records to be exported, click on the dropdown button in the top row of the configured module and select from following options: ▪Export in Excel: To export the records in Excel or XLS format. ▪Export in CSV: To export the records in CSV format. ▪Export in PDF: To export the records in PDF format. www.appjetty.com 12

  14. USER MANUAL – SugarCRM Advanced Export •After choosing the option, selected records get exported in selected file format. www.appjetty.com 13

  15. USER MANUAL – SugarCRM Advanced Export Contact Us We simplify your business and offer unique business solutions in digital web and IT landscapes. Live Chat •Get instant support with our Live Chat. •Visit our product page at: https://www.appjetty.com/sugarcrm- advanced-export.htm and click on the Live Chat button for instant support. Tickets •Raise tickets for your specific question! •Send an email to support@appjetty.comOr you can login to your account @ www.appjetty.com and click on My Support Tickets on your account dashboard, to get answers to your specific questions. Customization: If you would like to customize or discuss about additional features for SugarCRM Advanced Export, please write to sales@appjetty.com www.appjetty.com 14

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