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Chris Nichols 24
Export Case Fields into Excel or PDF
Does anyone know of an app or a way to export some case fields into Excel or PDF? What I'm trying to do is when I create a new Case in SF I would like to have a way to export some of the fields to an excel templete so it looks nice. I know I can do this through reports but it all shows up in excel under one row, I would like to find a way/app that would allow me to create a templete that would be used for each new case. I've tried Connect for Office but it doesn't work with Office 2010.
Any ideas/suggestions would be appreciated!
thanks
Any ideas/suggestions would be appreciated!
thanks