How can I export the full client list from Projetex?
Posted by Mykhailo Serhiievskyi (AIT) on 15 January 2015 10:11 PM
We have prepared a query which will extract client information from the Projetex database.
Please copy the code to the clipboard, then open the Projetex Server Administrator, proceed to the "Corporate Settings" - "Queries" tab, click "New" and paste the code into the "Content" field.
Please name the query "Clients - List" (or similar) and click OK.
Then highlight the query, click "Export Data", choose the file format and save the file.
Here is the code:
/*This report shows client information with prices.*/
FROM curr, countries, clients cl
And as a bonus, this code which exports not only the client names, but all contacts created within the client records too:
/*This report shows client information with contacts and prices.*/
FROM curr, countries, ccontacts cc, clients cl
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