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titleAdding a Mapping
  1. In the Export Format screen, select the Editor from the drop down list.
  2. ClickAdd Mapping from the bottom menu. The Add Mapping window appears.
  3. Specify all the mapping details. The following options define a mapping: 
    • EntitySelect the required editor from the Entity drop-down list box. 
      Info

      The values displayed in the Entity drop down list varies based on the Editor selected.


    • Field: Select the required field from the drop-down list box. This selected field is going to be a column in your export file. 
      Info

      The values displayed in the Field drop down list varies based on the Entity selected.


    • Header: Displays text as Active Agent for Contact and Agent editors, and Account for Report Map. 
    • Hide: Check the box if you need to hide the field.
    • Date Format: Select the date format option depending on the field you are adding. For example, if a date or time DB field is mapped, select a date format from this drop-down list box.  
    • Time Zone: Select a time zone from the drop-down list box (optional).
    • Number Format:  Select the number format option depending on the field you are adding. For Example, if a phone DB field is mapped, set the number format from this drop-down list box.
    • Fixed Width SizeIf the column has fixed width instead of delimited, the following fields are required:
      1. Fixed Width Size
      2. Padding Chars
      3. Alignment
  4. Click Ok to add the mapping.

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