Performing actions on search lists

You can perform 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.

You can do the following:


Action	Your steps
Create a merged document for each record in your list.	Click Merge to Word or Merge to PDF. Merge to Word is displayed only if your system administrator has enabled this option.
Create a task with the same details for each record in your list. For example, if your search returns two company records, click New Task to create a distinct task for each company that's linked to the primary person record for the company.	Click New Task.
Create an email with merge fields for each record in your list.	Click New Email. Your user account must have sufficient rights to perform this task.
Export your list of records to a spreadsheet or text file.	Click Export to File. Your user account must have sufficient rights to perform this task.