Export Search Results
You can export search results for tangible entities, tasks, case notes, and more.
This example explains how to export search results for tasks:
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Select Search > Tasks > General Task.
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Enter your search words in the fields provided.
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Select Search.
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Select Export.
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Use the Browse
button to specify where you want to save the exported file.
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Enter a name for the file > Select Save.
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Select the format for the file.
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Select the attributes you want included in the exported file.
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Select Export.