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Edit selections

Audience:
person
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Version: 10.5.3
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• 2 minutes to read
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Note

To edit a selection, you must own it or have administrator access, or you must have editing access via the Functions preference

You cannot edit the Selection of field.

You can turn a dynamic selection or a combined selection into a static selection, but you cannot turn a static selection into a dynamic selection or a combined selection.

Edit an existing selection

  1. Open the Selection you want to update. See Use the Find screen.

  2. Select the Details tab.

  3. Click . The Selection tab changes to edit mode.

  4. In the Selection is list, you can change a dynamic or combined selection into a static selection.

  5. When you have made the required changes, click Save to close and save the changes. Click Cancel to reject your changes.

Why can't I convert the selection into a dynamic one?

After adding members to a selection, the following applies:

  • You cannot change a static selection into a dynamic one, because the static selection does not contain any search criteria.

  • You can, however, turn a dynamic selection into a static one. The search result is then saved into a fixed, static selection that is not updated even if you subsequently add more companies that match the search criteria you specified for the dynamic selection.

  • You can turn a combined selection into a static one. The search result is then saved as a fixed, static selection.

Delete selection

  1. Open the selection you want to delete.

  2. Click and select Delete this selection.

  3. When you are asked if you really want to delete the selection, click Yes.

For details, see Delete items in SuperOffice CRM.

Related content

  • Add and remove members in a static selection
In This Article
  • Edit an existing selection
  • Why can't I convert the selection into a dynamic one?
  • Delete selection
  • Related content
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