My customer has a requirement where he wants a new button to appear in the company summary screen which will open a spreadsheet displaying all people against this company (with some logic, not all people will show).
I have tried various methods to no avail, any suggestions, please?
Does the file format have to be xls/xlsx?
If not I have done something similar on a custom entity to export data to a CSV file.
I can share the code with you if it helps.
That would be good, thanks. I might be able to convince the customer on this one.