Exporting Agent Details for External Use
From SchemeServe Help
It's easy to export the data you hold on your Agents in SchemeServe for use in another application or to create mailing lists, etc.
All data is exported as a comma separated variable (CSV) file.
Exporting Agent Details
- Log in to SchemeServe
- Click on the Agents Tab
- Click on the Export Agents Button
- Click on the drop down menu to select the Group of Agents to export
- Click on the Export to CVS(All) Link to export all agents OR Click on the Export to CVS(With policies live today:On Cover or Cancelled) Link to only export Agent details with active policies
- Click on the OK Button to save the CSV file to your computer or network