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Export order / invoice to csv from order form?
Is it possible to export a sales order as a csv or excel file from within the record? We have customers that request sales order data in excel or csv format. I know we could build a saved search and export the results that way, but it's usually on an order by order basis. It would be more convenient if the sales person could click a button and download (or better yet, send it as an email attachment to current customer). Anyone know how I could go about doing this?
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