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Exporting group information
You can export a group to a CSV or text file. If a group is exported to a CSV file, it is saved in the My CRM | Shared Documents tab.
When exporting a group to a file, the type of communication record created depends on the entity the group is based on:
- When a group is based on the Person or Company entities the communication created is linked to each contact in the group and a record of the group export appears on the Communications tab of every person or company in the group.
- When a group is based on the Opportunity or Case entities a single communication containing a link to all of the relevant opportunities or cases is recorded in the calendar of the user who has performed the export.
To export a group:
- Click My CRM | Groups.
- Click the group you want to export. The Group Details page is displayed.
- Click Export To File. The Export Group page is displayed.
- Select either the Spreadsheet (CSV) or Text option.
- Click Save.
When the list is exported, you can view it or save it to a location of your choice.
The Create entry in shared documents check box is selected by default if the group you're exporting is not private. If the group is private, the check box is deselected by default. Selecting it makes the shared document available to all users.
See also:
Creating a group
Group action buttons
How group information is stored
Key attribute data generated by groups
Viewing an exported group
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