It is my understanding that the only way to export data from ProSeries is from the HomeBase Custom Views. Assuming this is correct, the columns/data to select from using the Add/Update Custom View is very limited. Is it possible to add data/columns from a worksheet, such as the ID Verification Worksheet?
Of course the preference would be to have an easy way to export any column(s) from ProSeries using a wizard.
I'm new to this product and the community, and have a lot to learn and a lot of training Videos to watch.
Your insight would be most appreciated!
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