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Selections of anything

s-sel-of-any

You can now build a selection to contain

  • an document archive
  • a calling list
  • a to-do list
  • a folder or container

So easy that you can focus on your segmentation skills and leave the tech stuff to a professional tool.

Selection of different entities: Contact+Person, Project, Sales, Appointments, Documents

Shadow selections are the companies referenced in the main selection. i.e. if you have a selection of 3 appointments: 2 with company A and 1 with company B, then the shadow selection contains just company A + B.

3 types of selections:

  • Static - manually managed contents.
  • Dynamic - search results
  • Combined - set arithmetic using two other selections.

Combined selections can combine two of the same type. e.g. sale selection + sale selection 2 = sale selection combined selection.

They can also combine different types, yielding a contact+person selection as the result. This is done by operating on the shadow selections of the two source selections. e.g. sale selection + document selection = company+person combined selection.

Tasks on selections can be user-defined using the ExtApp MDO list in SOADMIN.

You can define custom tasks for certain types of selections.

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