Friday, July 27, 2012

HEAT – Exporting Call Tickets

You can export call records from the Call Record Browse dialog box, which displays a grid of Call Records in the currently displayed Group.
  1. While in the Call Group, open the Call Record Browse dialog box by pressing CTRL + B
  2. In the Call Record Browse dialog box, click Export.  The save as dialog box opens.
  3. In the Save As type field, select the type of file. You can save the call records as an Excel spreadsheet (.xls) as an XML file, or as a .txt file
  4. Click Save
  5. When the export is complete, the HEATExport dialog box displays an Export Successful message.  Click OK

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