When you perform a People Query, a list of people is returned in your search results. You can always click on an individual's name to see the individual record; however, the action gear at the bottom of the search results provides you with a number of actions you can perform. They are as follows:
- Add to group - add the selected individuals to a new or existing group
- Export - export the selected individuals to a mail merge or Roster file. You can choose rich text format (RTF) or Excel (XLS).
- View parents or children - used to pivot your list of individuals to either the parents or children of the selected
- Send an email - send an email to the selected individuals
- Perform a mass action - perform a mass action on the selected individuals
Updated