Exporting Data from JunariCRM+ v7

To export data from CRM+ v7, find the list you want to export (e.g. the Companies list), and filter it for the records you want to export.

If you want to export more than 80 records at a time, you need to change the number of records displayed. To do this, click the text that says 1-80 in the top-right of the list

This will then change to a drop-down, where you can choose to export up to 5,000 records at once

Next, click the checkbox at the top-right of the list of records, to select all records

Now select More Actions -> Export

When exporting, you need to pick the fields to export as shown below

Some fields, such as "Account Manager" and "Country" are lookup fields and may result in special "codes" showing in the output, like the below

In those cases, when exporting make sure you have selected the "Export All Data" option, then expand the field, as shown below, and add the "Name" column

Now the export should contain the actual data you need