Export results to Excel from the Follow Up tab

Problem

You are not able to export recurring service events to Excel from the Recurring Service Events section of the Follow Up tab.

Solution

To export recurring service events from the Follow Up tab to Excel, you need the Export follow ups permission.

User:

• Contact your supervisor or an admin user and ask them to enable the Export follow ups permission.

Admins:

• Go to Settings > People > Employees.

• Click Edit for the employee to add permissions to.

• Select the Permissions tab then find the Export follow ups permission. Check its box.

• Click Save.

User:

After the permissions are updated, try to export the results to Excel again.

• Go to the Follow Up tab and find the Recurring Service Events section.

• Click on the option to export the data to Excel.