Group action buttons

Button	Description
Merge to Word	Merges a standard template with the address and contact details of recipients in the group to create a Word document. Your system administrator must enable Merge to Word. For more information, see Performing a mail merge.
Merge to PDF	Merges a standard template with the address and contact details of recipients in the group to create a PDF document. For more information, see Performing a mail merge.
New Task	Creates a task against each recipient in the group. For more information, see Creating a group task.
New Email	Sends an email to each recipient in the group. For more information, see Sending a mass email to a group.
New Consent Email	Allows you to automatically create and update consent records for all persons or leads in the group by sending a consent email. For more information, see Sending a consent email to a group.
Export to File	Exports the group as a CSV or text file. For more information, see Exporting group information.
Include All	Toggles all members of the group to be included in the group. Available for static groups only.
Exclude All	Toggles all members of the group to be excluded from the group. Available for static groups only.
Refresh	Refreshes the group to include all records which have been added since the creation of the group and meet the search criteria. A static group stores the query that generated the group and the list of returned records. If you want a list of up-to-date records that match the query, you must manually refresh the group. If you perform an action on a static or dynamic group, you can refresh the group to ensure it's still up to date.
Exclude Previous Recipients	If the group has already been used for an action, this excludes the people, companies, or leads who were the targets of that action. For example, perform this action if you emailed the group last week, refreshed it today, and now want to email the new members only. Available for static groups only.
Mass Update	Updates all records in the group at once. This button is displayed to system administrators only. For more information, see Performing mass update in the System Administrator Help.
Update Territory	Updates territories for a group. This button is displayed to system administrators only. For more information, see Updating group territories in the System Administrator Help.
SQL	Displays a new window containing the current SQL used to generate the group. This button is displayed to system administrators only. If you have SQL experience, you can customize the SQL.

Merge to Word

Merges a standard template with the address and contact details of recipients in the group to create a Word document. Your system administrator must enable Merge to Word. For more information, see Performing a mail merge.

Merge to PDF

Merges a standard template with the address and contact details of recipients in the group to create a PDF document. For more information, see Performing a mail merge.

New Task

Creates a task against each recipient in the group. For more information, see Creating a group task.

New Email

Sends an email to each recipient in the group. For more information, see Sending a mass email to a group.

New Consent Email

Allows you to automatically create and update consent records for all persons or leads in the group by sending a consent email. For more information, see Sending a consent email to a group.

Export to File

Exports the group as a CSV or text file. For more information, see Exporting group information.

Include All

Toggles all members of the group to be included in the group. Available for static groups only.

Exclude All

Toggles all members of the group to be excluded from the group. Available for static groups only.

Refresh

Refreshes the group to include all records which have been added since the creation of the group and meet the search criteria. A static group stores the query that generated the group and the list of returned records. If you want a list of up-to-date records that match the query, you must manually refresh the group.

If you perform an action on a static or dynamic group, you can refresh the group to ensure it's still up to date.

Exclude Previous Recipients

If the group has already been used for an action, this excludes the people, companies, or leads who were the targets of that action. For example, perform this action if you emailed the group last week, refreshed it today, and now want to email the new members only. Available for static groups only.

Mass Update

Updates all records in the group at once. This button is displayed to system administrators only. For more information, see Performing mass update in the System Administrator Help.

Update Territory

Updates territories for a group. This button is displayed to system administrators only. For more information, see Updating group territories in the System Administrator Help.

SQL

Displays a new window containing the current SQL used to generate the group. This button is displayed to system administrators only. If you have SQL experience, you can customize the SQL.