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Exporting Record ID (GUID)

Export Record IDs from Reports, Search, and Record Grids; Reports must use a Data Table chart.

Written by Kyle Kroeger

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 include 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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