These are instructions to add export data functionality to the Print Preview screen; installation of select files will activate the ‘envelope’ icon. This allows you to “print” this rendered data to a file format on disk, Excel spreadsheet, etc.
Browse down to the file attachment and open/save that for complete steps.
NOTE: Instructions updated for MS Vista/Windows 7.0 64 bit operating systems in the path options below.
When CRPE32.dll files are installed properly (C:\windows\system32 or C:\windows\syswow64), the decisions will then be:
- Output file type (CVS, etc)
- Destination (where to write it to)
With those files copied in, you should be able to build a customer list, follow-up list, etc, and when the envelope is clicked and opens, a dialog asking type of output (Excel, etc) AND then the destination (file, email client, etc). Make sure the file location selected is where it can easily be found later.