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SageCRM - Running Actions on Search Lists

You can perform a number of 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:

     ■ New Document. You can create a merged document for all contacts contained in your list.
     ■ New Task. You can create a new task with the same details for each of the contacts on your list.
     ■ New E-mail. You can create an e-mail with merge fields, which can be sent to all of the contacts on your list.
     ■ Export to File. You can export your list of contacts, and contact details, to a spreadsheet or to a text file.

Note: The availability of the Send E-mail and Export To File action button depends on how your system is configured. You may need to be an Administrator or an Info Manager to use them. Please check with your System Administrator

To run an action on a search list:

1. Return a search list by either performing a standard search or selecting a saved search from the Saved Search drop-down list at the top of the screen.

2. Select one of the Action buttons on the bottom, right-hand side of the screen.

The action you selected is performed for all of the contacts on the list.

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About Scott Weber

   Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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