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Export the Company Directory to CSV or PDF

Objective

To export the Company Directory to a Comma Separated Values (CSV) or Portable Document Format (PDF) file. 

Background

You can export the Company Directory to the PDF or CSV file format. Depending on your web browser's settings, the system will either open the file or download it to the 'Downloads' location on your computer. Typically, this is a 'Downloads' folder on your computer. However, your browser's settings may be different. See your web browser's Help system or visit the manufacturer's support site for to learn how to change the download location. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the company's Directory tool.
  • Supported Export File Formats:
    • Portable Document File (PDF)
    • Comma Separated Values (CSV)

Steps

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory page. 
  2. Click one of these options:


     
    • Export > PDF. Downloads your company's Directory data as a PDF file (Note: The PDF provides a print out summarizing all of the Company and Persons in the database. It also lists any Distribution Groups that have been created). 
      OR
    • Export > CSV. Downloads your company's Directory data as a CSV file (Note: The CSV file contains these data columns for each record in the directory: Person/Vendor Id, First Name, Last Name, Company, Job Title, Country, Address, City, State, Zip, Business Phone, Mobile Phone, Fax Number, Email, Tags/Keywords, Project Roles, Trade(s), Permission Template, and Standard Cost Code List).

 

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Last modified
12:42, 29 Mar 2017

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