Downloading Records

When you download records you’ll come across two choices.  

Download only primary contacts that meet search criteria

Include secondary contacts

Download all primary contacts in search results

Include secondary contacts

Here’s the difference between them:

When you search for records, unless otherwise specified, your search result will return records where both primary and secondary contacts match the search criteria.  For example, If I search on First Name = Andy I’ll get records with both the Primary Contact First Name = Andy as well as Secondary Contacts with First Name = Andy.

When I select the first option in the download (Download only primary contacts that meet search criteria) I only get the records where the Primary Contact First Name = Andy.  I then have the option of including the secondary contacts for just those records.

If I select the second option to download (Download all primary contacts in search results), I get all the records – both the Primary Contact First Name = Andy and the Secondary Contact First Name = Andy, and again have the options of downloading all the secondary contacts.

The # of records in the second option should always be equal to or greater than the first option.

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