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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 detailsinformation. 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 vary based on the Editor selected.


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

      The values displayed in the Field drop-down list vary 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 Exampleexample, if a phone DB field is mapped, set the number format from this drop-down list box.
    • Fixed Width SizeIf the column has a 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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