You want to export the address data of candidates to an Excel file from Carerix.
A selection of candidates is used as an example. This page explains how to perform this action.
Method
Preparation
We have default templates available to export the following files:
Activities
Candidates
Job orders
Contacts
Companies
Placements
Weekly timesheets
Monthly timesheets
You can also contact our support team to see if we can make other export files available for your application.
To display the data a document template is needed. To export to Excel you can make use of two templates in the Template Library.
Mailmerge
Export [file] to Excel
These need to be installed before use (made available by the administrator).
Behind every document template a description is displayed, describing the data that is to be exported to Excel.
Example
In the example below, a Candidate Mailmerge document template is installed and the data is exported to Excel.
Installing the document template "Mailmerge"
Go to 'Maintenance' | 'Templates'
Go to tab Document
Click on [Library]
Go to Candidates (overview)
Click on [Install] behind 'Mailmerge'
Log out and log in again to use the template.
Exporting to Excel
Go to 'Files' | 'Candidates'
Make a selection of candidates that have to be exported
Click on the arrow next to "Choose Rapport..." and choose 'Mailmerge'
The data can now be opened in Excel.
Note: If no candidates are selected, the data of all candidates is exported.
You can also read the following related article: Mail Merge for address labels in MS-Word
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Keywords: UD-1057