Selections of anything |
You can now build a selection to contain
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:
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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