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07.29.2008 at 01:39PM PDT, ID: 23605519
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9.3

CRM3/4 how to export contacts from an advanced Account search

Asked by ConSolIT in Microsoft Dynamics

Tags: , , ,

This is what I have thus far..

Sales Dept request: Here is a list of 39 accounts from advanced find. Please export all the contacts that are in these accounts for a e-mail blast. All I need is "first name", "last name" and "e-mail address"..
We do not use CRM for e-mail blasts.
Basicly I want to know if there is a simple way to export/dump the contacts from all these accounts
In advanced find is there a way to add the ability to list contacts with the accounts?
I must not using advanced find correctly.

Here is my report setup:

Account Status = Active
Relationship Type = Blah
          Select
Contacts (Parent Customer)
First Name = Contains Data
Last Name =  Contains Data
E-Mail = Contains Data

I run the report and and export it and all i get is the account info from the choosen columns. What I want are all the contacts data associated with the accounts.




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About this solution

Zone: Microsoft Dynamics
Tags: Microsoft, CRM 3, 3 SP3, Server 2003 SP2
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Solution Provided By: gregowens
Participating Experts: 1
Solution Grade: A
 
 
 
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20081112-EE-VQP-42 / EE_QW_2_20070628