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