There are four options from the menu screen.

1. Create Export Groups- Let's you choose a large group of credit unions with similar characteristics (or the whole industry) and export data to Excel or a CSV file.  Here is a quick summary of the four steps:

Step 1: Choose a custom peer group of credit unions
Step 2: Refine group by adding or removing individual credit unions
Step 3: Choose fields to export
Step 4: View results and export data

Exporting data: When you are to the step when you can export the search results to Excel or a CSV file, you MUST hold down the Ctrl key (and continue to hold it down) before clicking the appropriate export button.  You have to continue holding down the Ctrl key until a screen pops up asking you whether you want to Open or Save the file or the actual Excel file opens. 

2. Find a Credit Union- Let's you do a one-off search for a credit union. Search by credit union name, charter name or create a list of credit unions in a city or state.

3. Find Industry Executives- Let's you search by job title or for a specific executive.

4. View Exclusion List- Let's you add specific credit unions to an exclude list that will not show up in the search and export features.  There is a toggle feature on the second step of Create Export Groups if you would like to turn the Exclusion List on and off.  This is useful for not contacting credit unions who have asked to be placed on a do-not-mail list or for current clients.

You can also view the Frequently Asked Questions from this and every page in iConnect.  If we haven't addressed your question, please e-mail Tom Geggel at tgeggel@creditunions.com.