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Exporting Record Id (GUID)

Where you can export Record ID (GUID) throughout Crelate

Kyle Kroeger avatar
Written by Kyle Kroeger
Updated over 10 months ago

Record Ids (GUIDs) can be exported throughout Crelate in 3 areas (outside of a Full Database Backup): Reports, Search, and Record Grids (e.g. Contacts, Companies, Opportunities, Placements).

Upon Exporting, users will see an Id value to select and be included in the export. Below are examples of each area:

Reports:

Record Ids can be exported when charts have a type of Data Table:

Search:

Record Grids (e.g. Contacts, Companies, Opportunities, Placements):

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