How to create a List of Details that I can export out of Palace and Open in Excel

Start by clicking on Control - Mail Merge

 

Select the relevant category i.e Owners

Click on Create Merge File (Middle of the screen blue disk Icon)

click fields - select the fields you would like eg owner full name and owner postal address

click ok and save to the desktop

Now open excel- open files - select the merge file you saved to the desktop

then open

Now go to File- Save As- (select desktop)

a save box will open- Now at the bottom underneath where the file name is (type) drop down and select the type of file you want this merge list to be saved as.

Now press save

Your document is now saved in the location you entered as the type of file you chose. You can import it, to the location you want it in.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.