---
title: "CRM > Create a Resource Search"
canonical: "https://technology.bytangram.com/space/TGKB/1421541524/CRM%20%3E%20Create%20a%20Resource%20Search"
format: markdown
---
The **resource search** located in the CRM module allows you to create a search query based on the criteria you set. You can create, save and refresh multiple search queries and the results can be extracted and used to create a mailing list or to bulk create pipeline activities for instance. 

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

---

## CREATE NEW RESOURCE SEARCH

- Go to **CRM **> **resource search** > click the **create new resource search** :convert_pipeline_to_job:  icon
- **Enter a title** and click **ok**


![image](media://834e384c-805a-45e0-81b6-bfb382c61d21)


- In the search setup window, complete the relevant fields:
  - **Title: **give the search a meaningful name
  - **Owner**: this will default to your name but can be changed to another user in the dropdown
  - **Comments**: i.e. the purpose or a summary of the search
  - **Locked to owner**: check this box if the person responsible is the only user who can update details or change the search criteria
  - **Active**: will default to checked, uncheck when the search query is no longer relevant or in use
  - **Only include active search resources**: check this box to omit inactive resources from the search results


![image](media://a6ae08ae-40f2-4ef3-bfd4-52f1829b90f0)


- Start building your search query by clicking on the **create new expression** :convert_pipeline_to_job:  icon
- Add a** title** and check **include**


![image](media://86a91cee-20b7-4aa8-86d2-b6b49f7312a4)


- Once you have created the expression, click the + icon to add a new search criteria. In the pop-up box enter the relevant details:
  - **Criteria**: the field you want to filter, i.e. ResourceTypeID
  - **Operator**: select “=” or “<>”
  - **Argument**: dropdown list will populate based on the criteria you have selected, i.e. for ResourceTypeID we see a list of all the available resource types in the system, including company, employees, clients (and internal jobs), suppliers, connections, prospects, technical resources etc
  - Click **ok**


![image](media://36cbd27c-a721-4d8d-b20a-7dc1a5198b78)


- Repeat to add multiple search criteria


![image](media://d8b5c882-ffd4-4e74-b1ce-2873830bc76c)

---

## RESOURCE SEARCH RESULTS

- Once you have built out your search query, click on the **search results **tab to view the returned data
- Refresh the data selection by clicking on the **refresh search** icon


![image](media://ca1974ff-f80e-4237-9a74-9fee52380b0b)


- To **export the data**, click on the **sandwich menu** icon > select **export grid data**


![image](media://3d8b4832-3e97-4618-9d19-d8263cfd1f45)


- In the pop-up window select your desired **file format** > click **ok **to download


![image](media://0d68adb1-3761-4872-b015-9cf7c2b6c615)

---

## SEARCH ACTIVITY SETUP

**Search activity setup** is used to create a series of [activities](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1421541398) assigned to a user, based on the data in your search results. 

- Select the relevant **resource search** from your list > then continue to the **search results** tab
- Click the **refresh** icon to ensure you have the latest set of data based on your search criteria
- Uncheck the **include** column against the contacts you wish to exclude

> 📝 This is useful if there are multiple contacts per resource, and you only wish to create an activity for key contacts


![image](media://b69bc187-d5a5-4d9e-b174-75d68a226a36)


- Continue to the **search activity** tab and complete the following fields:
  - **Activity type: **select from the dropdown list, e.g. follow-up
  - **Activity text: **enter a description of the activity, e.g. send new rate cards to clients
  - **Date:** enter the end date of the period you wish to schedule the activities for, e.g. to schedule the series of activities over a 6 week period, select a date 6 weeks from today
  - **Contacts per day: **enter the number of activities you want to create per day, e.g. enter 5 to create an activity against x5 contacts per day within the desired period (as specified in the date field)
  - **Responsible: **the user responsible for completing the activities
  - **Set activity as done: **check this box to record an action you have already completed or leave unchecked for activities to be actioned
  - Click **create activity** to complete


![image](media://2149ebda-9f9d-4603-9834-b90d8d5a6030)


> ⚠️ For each resource search you can only create one search activity setup

- If you have assigned yourself in the responsible field, go to **my activities** to view, or if you assigned to another user, go to **all activities** to view the newly created activities
- [Manage and complete the activities](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1421541434) as per usual process


![image](media://def62163-8338-4b60-ac1b-c53ff05a9d9e)


> 📝 Activity types are created in **settings** > **CRM setup** > **pipeline activity types **and are usually managed by your systems administrator

---

### Related articles

> Macro (contentbylabel)