Does anyone have a good way of exporting tasks? This field is where we store any notes related to upcoming club shipments, i.e. if a customer wants to add or substitute bottles. The only way I’ve been able to export them is to cut and paste them from the task screen into Excel, and the fields as the are copied are not sortable and this is very cumbersome. Does anyone have a suggestion for a better way to do this?
(And yes, I have submitted this as a feature request a long time ago…)
Thanks!
I don’t have a good way. I have a way. Go to Dashboard then Tasks. Choose your filter and then carefully click and drag to highlight the tasks, then copy and paste into an open text file. At that point it looks like this:
11/30/2015
El Jefe
contact: Donald R—
moving, contact for new ship address
04/19/2016
El Jefe
contact: Stephanie K—
change back to ship to self
…which is probably not quite what you are looking for. There are probably 100 ways to get each record onto one line. If you know someone who still remembers how to write a gawk script, that would be one way.
A download button on this page - like they have all over the WD Fulfillment admin panel - would be brilliant here.
That’s the only way I know how to do it as well, into an excel file. Just realized that if you sort by “keyCodeTranslated” that will at least sort alphabetically by first name, which is a tiny help. A download button would be GREAT for this screen! Or at the very least put the contact name in its own field and not start it with the word “Contact:”
Thanks for your reply!
