You can export records as a CSV file from the List View of a module.
Follow these steps to export contacts in CSV format:
1. Select the radio button displayed to the left of the List View columns. Doing this selects all the contacts in the list.
2. Click the
Export option.
3. Select one of the following options:
a. Export selected records
b. Export data in the current page
c. Export all data
4. Click
Export.
The list of records will be downloaded in a .csv file. You must follow the same steps to export records as a CSV file from any module in Vtiger CRM.
You can also export a single record as a CSV or PDF file from the List View. To do this, you must select the radio button displayed against the record and follow the steps described above.