Traveling this evening… Did a one-on-one Automated Process training today in Grand Rapids and am spending the night in Kalamazoo for a GoldMine Standard to Premium upgrade tomorrow!
... anyway!
This is probably one of the most common questions I get in classes and consulting…
“How do I print a list of the contacts in a filter!?!?”
Fortunately, the answer is easy, we do it from the Contact Search Center!
First decide which fields (Company, contact, phone number, address, etc.) you want to have for each contact, we covered that here:
http://www.thegmblog.com/2006/10/customize_search_center_column.php
Second, pick the filter you want to print, we covered that here:
http://www.thegmblog.com/2007/08/a_more_complete_view_of_filter_2.php
Third, print the results. We do that by going to the Printer icon in the Contact Search Center Toolbar and selecting our preferred Output method. Excel works, by far, the best!
Comments (4)
How fantastically easy and useful! Keep up the good ideas.
Posted by mh | September 6, 2007 1:16 AM
Posted on September 6, 2007 01:16
Thanks! Will Do.
Chad
Posted by Chad Smith | September 6, 2007 10:18 AM
Posted on September 6, 2007 10:18
Is there a way to add email addresses to the filter?
Posted by tony | December 20, 2007 12:58 PM
Posted on December 20, 2007 12:58
No... For that you'd need a SQL Query...
Posted by Chad Smith | December 20, 2007 2:23 PM
Posted on December 20, 2007 14:23