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PracticeWorks: How to Create a Field Export Document in PracticeWorks

PracticeWorks: How to Create a Field Export Document in PracticeWorks

Goal:

A user wants to export data from PracticeWorks into Excel in the form of a field export, a .CSV file, or a comma-delimited file.

Solution:

Follow the steps in the attachment entitled "How to Make a Field Export for a Lives With."

Additional Information:

Instructions on how to open a .CSV file are also attached to this article.

The same process can be used for exporting many other different types of information.

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Field Export can help with creating merge fields

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Revision #:
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Last update:
‎08-24-2017 11:16 AM
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