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  • Click2Export
    • What’s New!
    • Installation
    • Getting Started
    • Prerequisites
    • Configuration
    • Features
      • Export Word Template
      • Action & Email Section
      • Bulk Export Word Template
      • Export SSRS Report
      • Bulk Export SSRS Report
      • Export Excel Template
      • Export Email Template (CRM Views Data)
      • Click2Export from Subgrid
      • Export Related Records in an Excel Template
      • Email to Non-CRM Users
      • Password Encryption
      • Share Option for Email Template
      • Report Template Collection
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. Click2Export

Features

This section highlights the various features of the Click2Export solution:

  1. Export Word Template

  2. Action & Email Section

  3. Bulk Export Word Template

  4. Export SSRS Report

  5. Bulk Export SSRS Report

  6. Export Excel Template

  7. Export Email Template

  8. Click2Export from Subgrid

  9. Export Related Records in an Excel Template

  10. Email to Non-CRM Users

  11. Password Encryption

  12. Share Option for Email Template

  13. Report Template Collections

For further queries, reach out to us at crm@inogic.com

PreviousSSRS Template WorkflowNextExport Word Template

Last updated 4 months ago

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