FAQs in this section
What must I do when I need help regarding Vtiger CRM?
What is a service contract?
How can I create a service contract?
How do I create a service appointment for a service contract?
Is there a shortcut to create a service contract?
What do you mean by Live Chats?
What is the Live Chats feature in Vtiger CRM?
Who can use the Live Chats feature?
How do the Live Chats work?
How are Live Chats used in today’s industries?
In which editions of Vtiger CRM is the Live Chats feature available?
What are the benefits of using the Live Chats feature?
What is the Live Chats module?
How do I navigate the Live Chats module?
What is a Private tab in the Vtiger Live Chats module?
How do I install Live Chats feature?
How do I access the Live Chats module?
How do I use the Live Chats?
How do I track the Live Chats?
What social platforms can be integrated with Live Chats?
What are Chat Insights?
What are Chat Ratings and Metrics?
What are Client Ratings and Feedback?
What are Reviewer Ratings and Notes?
What are Chat Metrics?
What kind of metrics can I generate from Live Chats?
If I disable an agent from one tracker, will the agent be disabled from other trackers as well?
What are the benefits of Service Contracts?
How do I create a Work Order from a Service Contract?
Can I export my Service Contracts data in the form of a spreadsheet?
Can I import Service Contracts?
What are the chat statuses the Live Chat displays?
Can I add a BCC field to the emails of a Case?
Can I add a BCC field to the emails of an internal ticket?

How do I export the Service Contract data into a spreadsheet?

Follow these steps to export your data:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Help Desk> Agent Enablement.
  4. Click Service Contracts. The List View opens.
  5. Hover over any record. 
  6. Select the records that you wish to export. 
  7. Click Export. The Export Records page opens.
  8. Select from one of the following options -
    1. Export selected records - Click on the radio button to export the records selected in the List View.
    2. Export data on the current page - Click on the radio button to export all the records that are on the current list view page.
    3. Export all data - Click on the radio button to export all records in the Service Contracts module.
  9. Click Export Service Contracts.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube