Exporting lists to excel (or any format) via an action
I have had a request to link the QV documents I am creating to our CRM . I have been asked if QV has the capability to export a list of possible values (of a certain feild) via an action. My plan is to trigger this action upon making a selection in that field. Once I have the exported list...the crm can grab that info and search via customer number for example. Has anyone been able to accompish this?