Export names and contact info from SOFTPRO PROFORM
Posted on 2009-12-21
I have never used this software but have a customer using it in their office to track their clients..
Is there an easy method to export people and companies that are in this software to an Excel or CSV format? Or some way to get at it another way?
The version is ProForm enterprise edition ent 6.0.30923.
I did speak with the customer support about this last week and was not given *specific* info, but they did tell me we'd need to use an ODBC connection to access the data and it sounded as though it may be in SQL. I don't know where the db is stored or anything about this - so I am looking for the most simpliefied answers available. (I can only assist my customer remotely, which makes this even more challenging.)
Any info that could take me from where I am (know nothing about it) to getting the data into Excel (buyers/sellers/address or contact info) would be great.