en
Knowledge
FAQ’s
Contact Us
Login
English
English
Knowledge
Home
Knowledge
Spreadsheet Online module for Perfex CRM
Create New File
Last Created On
Jun 29, 2023
358
0
0
Step 1. Go to
Spreadsheet Online
module from the left sidebar. Select the location to create the file and click on the
New File
button.
Or
right-click
at the location to create the file and click on the
Create File
Step 2. Redirect to Excel page, enter the file name
Upload button: upload excel file from your computer. Currently only supports the import of xlsx files.
Save as: used to select the folder to save this file.
Save: save the file at the location selected in step 1
Download: Download this file to your computer
Close: close the page and don't save this file
Views:
358
Recent Articles
Updated Feature in Version 1.0.3 of the...
58
SMS Notifications for Vendor Registratio...
62
Updated Feature in Version 1.1.4 of the...
61
How to Create Custom Fields for the Logi...
69
Temp Staffing Module - Clients Portal
67
Popular Articles
Warehouse
2147
Item Settings
1792
General Accounting Settings
1515
Plaid environment & Setup Your Bank Acco...
1494
Inventory Receiving Voucher
1311
Register
×
Due technical issue
First Name
*
Last Name
*
Email
*
Password
*
Confirm Password
*
I agree with
Terms of services
Already have an account?
Login
Login
×
Email
*
Password
*
Remember me
Forgot Password?
Forgot Password?
×
Email
Already have an account?
Login
We Care about your privacy
Your experience on this site will be improved by allowing cookies.
Accept