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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 9 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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