Using Mail list, Basic Fields or Custom Downloads
Download search results using Mailing List, Basic Fields or an existing Custom Download set-up - On the Search Results screen, select the Download format you wish to use in the Download Search drop-down box in the bottom left corner of the page. You can choose to use the Mailing List or Basic Fields set-up or a Custom Download that you have previously created (see below for directions on creating a new Custom Download). Selecting the desired download and clicking Go will immediately launch the download process using the set-up you have chosen. If you do not make a selection, Mailing List is used as the default format for the download. The download process opens a new window displaying the search results as a .csv (comma delimited) file. You can work with the data from this page or save it to disk.
Download Search and Manage Custom Downloads area on Search Results page
Remove duplicate records - When downloading search results or a mailing list, the system will ask whether you want to remove duplicates from the download. If you want to remove them, click Yes. The system defines duplicates as those records with identical last name and ZIP/postal code.
Include additional contacts – Additional contacts can be included in your download. When using the download function, the system will prompt you as to whether you wish to include the additional contacts associated with the selected records in the download. Choose Yes to include all additional contacts listed in the records being downloaded. Each contact will appear as a separate record.
To create a Custom Download - You can customize the fields you wish to be included in a download, including both standard and custom fields by creating a Custom Download. Click on the Manage Custom Downloads hyperlink below the Download Search drop-down box on the Search Results screen to launch the Manage Downloads interface. Click on the Add hyperlink to the left of “Create New Custom Download.” Enter a name for your custom download and select the fields you wish to be included by clicking in the checkbox for the field name. If you wish to leave the Create New Custom Download area without creating a new download, press the Cancel button. When you are finished setting the fields for download, click Save Changes. If you have access to custom forms, the system will then prompt you as to whether you wish to include answers from a form in your custom download. After you have completed and saved the new custom download, you will return you to the Manage Downloads window that lists all available downloads, including your new custom download. You can use a shortcut to your new download by clicking on “Proceed to download” in the Manage Downloads window. The Manage Downloads interface also provides access to viewing the fields included in the Mailing List and Basic Fields download set-up, as well as editing and deleting your Custom Downloads.
Download Search and Manage Custom Downloads area on Search Results page
Remove duplicate records - When downloading search results or a mailing list, the system will ask whether you want to remove duplicates from the download. If you want to remove them, click Yes. The system defines duplicates as those records with identical last name and ZIP/postal code.
Include additional contacts – Additional contacts can be included in your download. When using the download function, the system will prompt you as to whether you wish to include the additional contacts associated with the selected records in the download. Choose Yes to include all additional contacts listed in the records being downloaded. Each contact will appear as a separate record.
To create a Custom Download - You can customize the fields you wish to be included in a download, including both standard and custom fields by creating a Custom Download. Click on the Manage Custom Downloads hyperlink below the Download Search drop-down box on the Search Results screen to launch the Manage Downloads interface. Click on the Add hyperlink to the left of “Create New Custom Download.” Enter a name for your custom download and select the fields you wish to be included by clicking in the checkbox for the field name. If you wish to leave the Create New Custom Download area without creating a new download, press the Cancel button. When you are finished setting the fields for download, click Save Changes. If you have access to custom forms, the system will then prompt you as to whether you wish to include answers from a form in your custom download. After you have completed and saved the new custom download, you will return you to the Manage Downloads window that lists all available downloads, including your new custom download. You can use a shortcut to your new download by clicking on “Proceed to download” in the Manage Downloads window. The Manage Downloads interface also provides access to viewing the fields included in the Mailing List and Basic Fields download set-up, as well as editing and deleting your Custom Downloads.
Create, View or Edit Custom Downloads through the Manage Downloads interface
Download Archive Search: Users with access to the database Archives can also download search results. To use this feature, simply perform an Archives Search and use the Download Search functions just as you would in the main database. You have access to all of the same download formats (including your Custom Downloads) from the Archive Search Results page.
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