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Viewing an Exported Group

When a CSV file is exported from a group, it is added to the document library, and can be viewed from the Shared Documents tab.

To view an exported group:

  1. Select My CRM | Shared Documents. A list of your shared documents is displayed.
  2. Click on the hyperlink of the exported group that you wish to view.
  3. Click on the View Attachment button. The CSV file is opened in a new browser window.

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See also:

Creating a Group

Group Action Buttons

How Group Information is Stored

Key Attribute Data Generated by Groups

Exporting Group Information