AppJetty Launches a Plugin to Help CRM Users Extract Data!by Maulik Shah Owner Data extraction is often an issue for CRM users. Whether they are migrating their CRM into another system or need data from it for a different purpose. Sometimes despite of having ways to extract data, they might not know how to use the tools as they are complicated. It is important for an extraction software to be easily configurable and user-friendly. For Sugar and SuiteCRM users, data extraction often becomes a problem and they look for an ideal solution to meet their needs.
AppJetty, a software add-ons store based in Ahmedabad, India has recently launched a plugin to help CRM users extract data from their Sugar and SuiteCRM systems and retain records. Known as Advanced Export, this plugin will help Sugar & SuiteCRM users get over their daily hurdles of extracting data out of their CRM systems.
“We are happy to announce the launch of Advanced Export for Sugar and SuiteCRM” said Maulik Shah, the owner of AppJetty. He further added that, “The best part about our plugin is that it enables the users to extract data in the file format of their choice. We hope it brings much needed data extraction convenience for them.”
Using SugarCRM Advanced Export and SuiteCRM Advanced Export plugin, users can export large and critical data from ‘Module List View’ as well its ‘Sub Panels.’ And they can export this data in CSV, PDF and XLS formats. As the plugin comes with a user-friendly interface, extracting data becomes an easy affair. Given below are some of the features of the plugin and the type of information that Sugar and SuiteCRM users can obtain out of them.
- Export User Roles Based Data
Using this functionality, admin can export of data from different Modules according to user roles.
- Export Data from List View/Sub Panel
As mentioned above, users can export data as well as relevant records from ‘Module List Views’ and associated ‘Sub Panels.’
- Export Desired Fields
Users can select the fields for which they want to extract data
- Export Data in CSV, PDF & XLS Formats
You can extract data in the CSV, PDF and XLS formats
- Sorting of Exported Data
Users can download data sorted from the Modules columns.
A superior quality customer relationship management tool is the one that understands the requirements of different departments and offers information accordingly. If you want to steer different aspects of your enterprise and enhance your productivity, you can consider investing into Suite and Sugar CRM tools offered by AppJetty.
To know more about SugarCRM Advanced Export/SuiteCRM Advanced Export and its features, log on to https://www.appjetty.com/suitecrm-advanced-export.htm
Created on May 18th 2018 06:07. Viewed 148 times.
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