Table Tips

Below each table are record setA record set is a group of records displayed at a single time in a table. controls that you can use to switch which record set is displayed. You can:

• Select to move to the first available record set

• Select to move to the previous record set

• Select the field for the first number for a particular set (such as the 1 in 1-25) and enter the number of the record you would like to jump to, and then press [Enter].

• Select to move to the next record set

• Select to move to the last record set

1. If it appears for a table, select .

2. On the Table Configuration popup, select the number you want in the Record Set Count field.

3. Select OK. This selection is retained for the active table.

• Select or Print above the table.

• Select or Export above the table. You may now be able to choose to do one of the following.

  Export the contents of the table as it's currently displayed

  1. Select Export Table As Is.

  2. On the displayed Export Options popup, select the Export Format you want.

     You can use Microsoft Excel to work with CSV files exported from SalesConnect; it should correctly display special characters (curly apostrophes, curly quotation marks, accented characters, etc.).

  3. Click Process; the popup closes and a message confirms your request. You'll get an alert when file is ready; the alert will include a link to the file.

  Use an existing definition to export the table

  1. Select the Name link for a definition listed in the table; you can filter those listed if necessary, using the search field above the table.

     You can edit or delete export definitions, if necessary. To edit, select , and use the displayed Export Definition Settings page to change details for the definition. Be sure to select Save and Next when you have finished. To delete, select the checkbox for a definition, and then select Delete.

  2. On the displayed Export Options popup, select the Export Format you want.

     You can use Microsoft Excel to work with CSV files exported from SalesConnect; it should correctly display special characters (curly apostrophes, curly quotation marks, accented characters, etc.).

  3. Click Process; the popup closes and a message confirms your request. You'll get an alert when file is ready; the alert will include a link to the file.
  Create a new export definition and use it to export the table

  1. Select New Export Definition. The Export DefinitionAn export definition is a set of columns that you can export from a SalesConnect table. You may be able to create, save and re-use export definitions. Settings popup is shown.

  2. Complete the fields to set up a new definition.

     Tips

     • Use a descriptive Name.

     • You can use the Security Type field to limit those who can use this definition. Private is for your use only. Public is for use by all. (This option isn't always available.) Shared is for a specific group represented by a security ruleSecurity rules are used to control access to specific tools, controls, pages and other features in SalesConnect. Each security rule includes roles and/or operators who will have access to the items secured by that rule., so you'll have to select one. If you select Shared, is shown next to the field, and you can use it to show a popup you can use to select (or add and then select) the rule you want. Once selected, the name of the rule is shown in the field. See Manage your security rules for more detailed steps.

       All definitions can be maintained by authorized administrative operators.

     • Select the propertiesIn SalesConnect, a property is an attribute for one aspect of the state of an object. For instance, the contact object has properties that include a first name (firstName) and last name (lastName). (You can think of a property as roughly equivalent to a column.) to include as columns in the export; you start with those currently displayed in the table, but you can change these as you like.

       • Add a property: Drag it from Property List to Column Editor, dropping it where you want it to appear.
       • Remove a property: Select for it in the Column Editor.
       • Move a property in the Column Editor: Select next to its name, drag it to a new location, and then drop it.

       • For each included property, use the dropdown next to it to select an option:

         • No Aggregate shows just property values for this property
         • Minimum shows only the lowest value from all found values
         • Maximum shows only the highest value from all found values
         • Count shows only the number of found records for this property.
  3. Select Save and Next.

  4. On the displayed Export Options popup, select the Export Format you want.

     You can use Microsoft Excel to work with CSV files exported from SalesConnect; it should correctly display special characters (curly apostrophes, curly quotation marks, accented characters, etc.).

  5. Click Process; the popup closes and a message confirms your request. You'll get an alert when file is ready; the alert will include a link to the file.

• For some tables, you can use checkboxes to select rows, and then select or Delete above the table to delete those rows. You may be asked to confirm the deletion.