How to export a agent roster from CRMLS Matrix

Exporting an Agent Roster from CRMLS Matrix

CRMLS Matrix allows the ability to export a roster of agents. However, that roster does not include emails. However, there is a way to get a list including emails. It involves more steps and a lot of copying and pasting.

You will need to click on the slide deck below to see full image, top to bottom.

The steps to follow:

  1. Open CRMLS. From the main menu, click
    • Roster
    • Agent Roster
    • Full Search
  2. Select Criteria
    • Administration section
    • AOR = Glendale
    • Member Status = Active
    • Click Results
  3. Change Display
    • Display = 1 Line
  4. Insert Email Column
    • Right-click on any email column heading
    • Choose Insert Column
    • Select Member Email
  5. Position column in the desired position
    • Click on column heading and drag left or right
  6. Change the number of rows to display
    • Display at 100 Per Page
  7. Copy the first page of results
    • Highlight the first page of the results
    • Right-click and select Copy from the context menu
  8. Open a blank excel spreadsheet
    • Select cell number one
    • Right-click and paste
  9. Repeat steps 7 and 8 until you have grabbed all the page results.
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