CenterPiece Discussions  > Feature Requests  > Export of Keywords  
Previous Thread :: Next Thread 
 Author Thread: Export of Keywords
nanda is not online. Last active: 3/3/2016 3:09:18 PM nanda
Joined: 13 Feb 2007
Total Posts: 6
 
Export of Keywords
Posted: 03 Mar 2016 11:19 AM
We would love to be able to EXPORT keywords with the rest of a record's data. We use the keyword field to track our internal hard-copy file number. To create a list of follow-ups for our Care Staff volunteers each month, we must export the month's client data, then go back to look up and enter our internal file number into the spread sheet one by one. Any possibility of that happening?
kristenp is not online. Last active: 6/22/2020 10:09:12 AM kristenp
www.ekyros.com
Top 25 Poster
Forum Moderator
Joined: 16 Jan 2013
Total Posts: 69
 
Re: Export of Keywords
Posted: 03 Mar 2016 01:55 PM
Hi Nanda,

Thanks for posting a question to the forum. If you run your Client Files report, which can be run for all Client files in the database or by the date range they were set up, you can export this report out to excel and it will include the keyword column as part of the report.

If you want to either give me a call (or your designated Account Manager) we would be happy to assist and make sure this is getting you what you are requesting.

Thanks again, and have a beautiful day!
Kris Paul
Director of Service
(469) 293-3079 ext. 106

http://www.ekyros.com/Pub/images/ek-logo391x100.png
Previous Thread :: Next Thread 
Page 1 of 1
 
Forums  > CenterPiece Discussions  > Feature Requests  > Export of Keywords