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Running Actions on Search Lists

You can perform a number of actions on all types of search lists — lists returned by a standard search, lists returned by Advanced Find, lists returned by Keyword Search, lists based on saved searches, or the My CRM Contacts list. Actions available are:

Start Mail Merge. You can create a merged document for all contacts contained in your list.
New Task. You can create a new task with the same details for each of the contacts on your list.

If you have the appropriate rights, the following two actions are also available:

New E-mail. You can create an e-mail with merge fields, which can be sent to all of the contacts on your list.
Export to File. You can export your list of contacts, and contact details, to a spreadsheet or to a text file.

To run an action on a search list:

Return a search list by either performing a standard search or selecting a saved search from the Saved Search drop-down list at the top of the screen.
Select one of the Action buttons on the bottom, right-hand side of the screen. The action you selected is performed.

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