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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. Actions available are:
- To create a merged document for all contacts contained in your list, click Merge to Word or Merge to PDF.
- If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
- To export your list of contacts and contact details to a spreadsheet or text file, click Export to File. You must have appropriate rights to do this.
- To create a new task with the same details for each contact on your list, click New Task.
- To create an email with merge fields, which can be sent to each contact on your list, click New Email. You must have appropriate rights to do this.
See Also:
Performing a mail merge to multiple contacts
Sending emails to groups
Exporting group information
Working with lists
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