Hi all,

I hope you can help me as our IT manager has left the building
(permanently) and I've been stuck with trying to figure this out.

I have a newsletter that needs to go out and I need to export the
address information of all of the contacts that allow mail. Were I able
to accesss a SQL query manager, my life would be a lot easier, however,
I'm stuck dealing with this clunky 360 interface. Can anyone tell me
how I would specificy exactly what fields I want to display and export
to Excel?

Thanks so much,

Danielle

Sounds like you may be using a c360 add-in for CRM, such as their
"Multi-Field Search" product. You might instead try the built-in Advanced
Find tool. In the CRM web UI, go to Tools > Advanced Find. From the drop-down
menu make sure "Contacts" is selected (it is by default). Then in the first
line, build your query by selecting the following Field, Condition and Value
values respectively:

Allow E-mail | Equals | Allow

You might also add a filter like Status | Equals | Active

Good luck. Hope this helps.

--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Daniesq" wrote:

Also, when you export the list, click the Excel icon at the top of the list
view in Advanced Find and make sure to export all pages.

You will also need to make sure the columns in your Advanced Find view for
Contacts have the columns you need for your mailing.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Daniesq" wrote:

I found your answers informative, however, I might not be understanding
correctly. What I need to be able to do is change the output of the
query. The fields that are currently being displayed are not the fields
I need. In a SQL query, this would be the field listing following the
SELECT operator (i.e. SELECT *field1*, *field2*, etc. [asterisks added
for emphasis]). However, I have no idea of how to change the
information displayed in a CRM/c360 query.

Thanks again for all of your help,

Danielle

You will want to use the Advanced Find as I described in my earlier post.
What you need to do is add the fields to the view you are seeing in the
Advanced Find tool. To do this, you need to go to the Home Page in the CRM
web UI, then to Settings > System Customization. Click on Contacts (if that's
the type of record you are trying to export) and in the Contacts customizatio
screen you will see an option on the left to "Edit Advanced Find View."
Clicking on this will bring up the Advanced Find view customization screen
for Contacts. You will see how you can add and remove columns. Once you have
added the columns you need for your query, save the view and then use the
Advanced Find tool to lookup the records you need. You can then export to
Excel.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Daniesq" wrote: