Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Would like to perform a CRM search based on multiple Contact IDs RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Is it possible at all to perform an Advanced Find to look-up Contacts with multiple Contact Ids?

    What I am trying to do is add 2000+ Contacts to a Marketing List.  I figured the simplest way to do this would be going to the Manage Members tab in my Marketing List and select the "Use Advanced Find to add members".  From there, I would perform a query to select all the contacts based on the 2000+ Contacts IDs I have targeted. Unfortunately, it appears that I can only search on Contact ID at a time. 

    I tried to import the Contacts into the Connection Entity but I could only use the Contact's Name instead of their Contact ID in the "Connected To" column.  When I performed this import, it only imported half of the users whose name were unique in the System.  The other half, excluded because a duplicate reference was found (multiple Contacts with the same name).

    What is another method I can try?

    Friday, October 4, 2013 6:29 PM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    You need to have at least one attribute common in your 2000 contacts to filter them using Advanced Find.

    Here is a simple work around. Export all your 2000 contacts into an excel sheet. We will come back to these records in a minute. Add an attribute temporarily as a flag to your contact entity. Lets call it 'ContactUpdatedForAF'. It can be of a type nvarchar. Now, go back to your excel sheet and add a column 'ContactUpdatedForAF' in it. Let's put value 'Yes' in this column for all the rows. Re-import this file and update 2000 contacts.

    Now, you can find all these 2000 contacts using Advanced Find. You just simply have to look for all those contacts that have 'ContactUpdatedForAF' = 'Yes'. Select all those contacts and add them to your marketing list. Once you have added them to marketing list, go back to your customization and remove the temp field 'ContactUpdatedForAF'. 

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful" Thanks, Imran Abbasi

    • Proposed as answer by Imran I Abbasi Saturday, October 5, 2013 11:53 AM
    • Marked as answer by Sir_Nrod Saturday, October 5, 2013 9:12 PM
    Saturday, October 5, 2013 11:53 AM