Export To File
This example shows you how to export a list of companies to a file. In this example, you export a list of companies where you are the Account Manager, based on a Saved Search. For more information on Saved Searches, please refer to Creating a New Saved Search.
To export the list of companies:
- Right-click or hover over the Find menu button, and select Company. The company Find page is displayed.
- Retrieve the Saved Search list by selecting it from the drop-down list at the top right-hand side of the Find page. A list of companies matching the saved search criteria is displayed. A new set of action buttons is also displayed on the right-hand side of the page.
- Select the Export To File button on the right-hand side of the screen. The Export File Options page is displayed.
- Choose how you would like the output of the export to appear. Select from CSV, Excel CSV or Text. The default is CSV.
- Select the Save button. The output is displayed in spreadsheet format in a new browser window. From the new window, you can review the information and save by selecting File | Save As. You can also access the exported file from the My CRM | Shared Documents tab.
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See Also:
Start Mail Merge
New Task
Send E-mail
Introduction to List Actions