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Q: Can I save my chosen export fields as standard?

A: Yes. Save your fields as an export template. Click the Export icon in the list:

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In Export fields, choose and arrange the fields, click Save template and give the template a name. The next time you export the same type of data, the template you last used is selected for you.

Templates are personal, so other users don't see yours. You can save up to 15 templates for each type of export. See How to export data from Upsales for how to update, rename and switch between templates.

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