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Exporting Group Information

You can export a group to a CSV or text file. If a group is exported to a CSV file, it will be saved in the My CRM | Shared Documents tab. When exporting a group to a file, the type of communication record created will depend on the type of entity the group is based on. When a group is based on the Person or Company entities the communication that is created is linked to each contact in the group and a record of the group export will appear on the Communications tab of every person or company in the group. However, when a group is based on the Opportunity or Case entities a single communication containing a link to all of the relevant opportunities or cases is recorded in the calendar of the user who has performed the export.

To export a group:

Select My CRM | Groups.
Click on the hyperlink for the group you wish to export. The Group Details page is displayed.
Click on the Export To File button. The Export Group page is displayed.
Select either the Spreadsheet (CSV) or Text option and then click on the Save button.

Note: The Create entry in shared documents check box is selected by default if the group you are exporting is not private. If the group is private, the check box is deselected by default. Selecting it will make the shared document available to all users.

Once the list has been exported, you can view it or save it to a location of your choice.

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