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Customer experience | Sales, Customer Insights,...
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How do I select all contacts in the Advanced Find Results tab and not just the contacts displayed on the screen?

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Posted on by 15

Hi there, 

My advanced find results have 4,000 contacts and I would like to add all the contacts to a marketing list. However, when I click the box to select all the contacts, it only selects the contacts on the current screen. Is there a way around this? 

Thanks so much in advance!

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  • Verified answer
    Wahaj Rashid Profile Picture
    11,321 on at

    Hi,

    You can increase page limit to maximum of 250 records per page, which is inappropriate in your scenario.

    I would recommend following:

    • Create a Static Marketing List and add Members using Advance Find (use your filter criteria here). Here are the steps:
      • Go to Marketing -> Marketing Lists.
      • Create a Static Marketing Lists, select Contact as Target.
      • On the ribbon, click on dropdown button next to Manage Members and select Add using Advanced Find:

    pastedimage1598278795360v1.png 

    Define your criteria and finally click on Add all Members.

    pastedimage1598278928142v2.png

    • Second option is to use a Dynamic List, this way you can include all contacts as per criteria defined.

    Let me know, if you need further clarification.

    Best,

    Wahaj

    (if this answers your query, mark it as verified)

  • Verified answer
    Gus Gonzalez Profile Picture
    27,113 on at

    Hi Sweaver,

    You can always use the Outlook client to add them all at once...I wrote the steps on how to do this a few years ago: www.alithya.com/.../executing-workflows-for-more-than-250-records-in-microsoft-dynamics-crm-2011-updated

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