Exporting Entity Details

It is possible to export all details related to an entity in the system at any time into a CSV format file.

• Simply click on Entities from the menu bar on the left
• Then click Export CSV from the top right options
• Then pick a location on your network to save the file

The file contains details of each entity including:

• Entity name
• Which group the entity is owned by
• The entity's legal number
• The entity's address
• Any internal notes
• Any custom entity fields