1. ADVANCED FIND
Example AF search: All member colleges in the London region
1. Click on the Advanced Find (AF) button on the top ribbon of the CRM home page
2. From here you can begin to build the search. In the ‘Look for section’ you enter what
information you are wanting to find
3. Now you can start to build your search. The first line of a new search should always be
Status = Active
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2. 4. Adding the member class.
5. Adding a region.
6. Once you have built your search, click on ‘Results’ to find the information. If you click on the
Edit Columns button will it allow you to change the information that is shown in the results
screen
(fig 2).
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3. Results
Fig 2
SHARING AN ADVANCED FIND
1. Once you have created an advanced find you can save it and then share it with colleagues.
When you click the Save As button a box will appear for you to label the AF.
2. Once the AF has been labelled you are then able to go into Saved Views, where you will be
able to find any previous AF’s you have created and saved.
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4. 3. Once you locate the AF you wish to share, click on the Share button. This will bring up a box
where you can choose who you want to share the AF with.
4. Once you have decided who to share the AF with you can then decide what access they have
to it. For example, modifying, deleting, and assigning (fig2).
(Fig 2)
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5. EXPORTING AN ADVANCED FIND TO EXCEL
1. Either find an existing AF or create a new one from the steps above. Click on Results.
2. The columns that appear at the top of the AF are the columns that appear on you excel sheet.
If these need to be edited for example (if you were looking for contacts) changing the ‘full
name that appears’ to ‘first name and last name’. This can be done on the previous screen
under ‘edit columns’.
3. Once you are happy with the layout of your list. Click on the Data button on the top right then
Export Organisations.
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6. 4. This box will then ask you how much of the information you want to export.
 Records from this page – means if there is more than one page of information it will only
export the first page of records.
 Records from all pages – Is the entire list of data that the AF has produced (this is the
most common option you will need).
 Dynamic pivot table – excel will put the data from the AF into a pivot table. Dynamic
means that if the information changes in CRM it will then change in excel.
 Dynamic Worksheet – This will extract the data from CRM into a spreadsheet, that will
change when the information in CRM changes.
5. Once the information has been exported you can then interrogate the data or save it as a
CSV file to use in e-shots.
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