How Do I Export a Grid?

Issue

How do I export a grid to Excel or CSV?

Environment

Kipu CRM, Grids

Resolution

1. Navigate to the grid of your choosing. 
2. Using your mouse, right-click anywhere within the grid, hover over Export, and select Export to Excel or  Export to CSV.
   

Important
The CRM Does Not log export actions in the system. There is no history in our database relating to a CRM user export log. Exports performed on the Pipeline, Patient Grid, or Referrals Source Grid areas will respect the grid state set up by each user.