How would a user export a specific salesperson's history from 2020 Fusion?
Answer
In order to view and validate a specific salesperson's history within 2020 Fusion, follow these steps.
1. From the File menu of 2020 Fusion, select History.
2. After having clicked on History, the screen below will appear. The left side will have a Lookup search bar for key words such as a specific customer name or design title. There is also a drop-down menu in which the specific salesperson's name may be selected.
Once a salesperson's name is selected, click on Search. If you need to refine the date range of the search, simply select the necessary dates from the Date Range selector on the left.
3. Once a date range and a specific salesperson's name are selected and searched, clicking on Export will then prompt you to save the data as a CSV file in any location.
4. Once the exported file is saved, it can be accessed from the saved location.