Exporting group information

Exporting group information exports only the columns listed for the group members on the Groups screen. It does export all available information for the group member records.
  1. Click My CRM | Groups.
  2. Click the link of the group you want to export and click Export to File.
  3. Select CSV or Text.
  4. Select Create entry in shared documents to make the file available to all users.
  5. Click Save.
  6. Complete the fields in the Details panel and the Scheduling panel.
  7. Select External Actions in Parent Category Selection to create a child category when the group is exported. You can use the category to generate reports and to create a new group for follow-up actions. For more information, see Groups in the System Administrator Help.
  8. Click Save.
    • The task record is displayed in the calendar of the person who exported the group and contains a link to each person or company in the group. The task record also appears on the Communications tab of every group member.
    • If you selected Create entry in shared documents, click My CRM | Shared Documents to view a list of exported groups. Click the Attach icon beside a group link to view the exported file.