When "Exporting to Excel" a query performed via the "Advanced Find" -
Is there an option to control the default name of the file or the sheet in the exported excel file created ?
If so - how ?
Thanks
Dina
*This post is locked for comments
When "Exporting to Excel" a query performed via the "Advanced Find" -
Is there an option to control the default name of the file or the sheet in the exported excel file created ?
If so - how ?
Thanks
Dina
*This post is locked for comments
Hi Dina
There is no way to change this as a default, However if you have your View/Find Saved in CRM it will save it with the name of the view/find
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