Re: Export email addresses? (somewhat urgent) by Craig
Craig
Fri Sep 23 17:39:02 CDT 2005
Andrea,
This is relatively simple to do. Go into your Settings, then choose System
Customization. Click on Contacts and then select Create a New View. Give the
view a name, like "Email addresses for export" or something of that ilk.
Then choose the fields you would like displayed (i.e. - name and email
address), add any sorting and filtering options you would like, then save
and close your new view. Go back to Sales and then Contacts and select the
view from the drop down list on the top right corner. Once the view is
displayed, click the Excel icon in the top right corner of the list and you
will have your exported list of contacts and email addresses in MS Excel
format.
You can repeat the same process for Accounts if need be. Hope this helps.
Craig
GaleForce Solutions Inc.
100% Financial Services . 100% CRM . 100% Microsoft®
www.galeforcesolutions.com
"Andrea" <Andrea@discussions.microsoft.com> wrote in message
news:58787063-D93C-4C9F-A902-C2352B1A9C68@microsoft.com...
> This is a fairly urgent question - we are closing our business for the
> hurricane and want to send an email to our clients letting them know of
our
> closure. This email needs to come from a person in our company who is not
on
> CRM, therefore, I can't do a CRM email.
>
> So, I need to export selected email addresses in a format that can be sent
> to someone else (Excel, Word???) so they can copy & paste it into an
email.
>
> How do I do this??
>
> HELP!
> Thank you!
> Andrea