Export Action List - Export Selected Action Page Information

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Export Action List Overview

The SapphireOne Export Action List tool allows the user to export selected Action page information, compiling all relevant records into a table and generating it into a spreadsheet. The SapphireOne Action Page is a separate table that can be added to the major record and transaction tables. This includes actionable items such as Calendar Reminders, Meeting Invites, Alarms, Emails, To-Do Lists, General Notes, Private Notes, Meeting Notes with Date and Time, Start and Finish stamps plus All Day Notifications.

The Action Page can be viewed as the equivalent to CRM functionality for every major Table within SapphireOne Accounting Software. The Export Action List tool is an extremely useful tool in providing clear documentation and an organised record of all actions with any contacts, clients, vendors, etc. within SapphireOne.

While Actions appears in many localised functions this tool is only available from the two locations as listed above. When selected it will generate a CSV file and then immediately attempt to open the default spreadsheet program on the user’s computer. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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