Add and remove members in static selections
When you have created a static selection, you can always add additional members to that selection. This can be done from any list containing the relevant records, such as search results and section tabs.
Tip
You can also copy members from another selection.
There are simple rules for members of selections.
Members are always unique, which means that the same record cannot be entered twice in the same selection.
You cannot enter the same company both with and without a contact. This means that if a company is entered without a contact and you then try to enter it with a contact, the entry without a contact is removed from the selection.
Add members to an open static selection
Click the Add members button below the list of members.
In the Add all members matching dialog, edit the criteria.
Click OK. Matching members are added to the selection.
Add members to existing static selection
Use this option to add the selected records to an existing static selection.
Go to a list of the records you want to add to a selection (search results or a section tab).
Select one or more records on the list.
To add several records, use Shift or Ctrl + click.
Right-click the records and select Add to selection on the menu that appears.
Select Add to existing static selection. Specify the required selection by clicking the arrow and selecting the required selection in the displayed list box, or by typing in the whole or the beginning of the selection name.
Note
The list of selections is limited to:
Existing static selections (not dynamic selections or combined selections)
Selections matching the records you are adding (if you select sales, only selections of sales are displayed)
If the list is empty, there are no existing selections of this type.
Click OK. The selection is updated.
Add members to new static selection
Go to a list of the records you want to add to a selection (search results or a section tab).
Select one or more records on the list.
Note
To add several records, use Shift or Ctrl + click.
Right-click the records and select Add to selection on the menu that appears.
Select Add to new static selection.
In the Selection name field, enter the name of the selection. This field is mandatory.
In the Category field, choose the type of selection you require. Click the arrow to display a predefined list of alternatives.
In the Visible for field, choose if the selection should be visible to everyone, only you or visible to everyone in a user group that the owner belongs to.
For selections of companies/contacts: If you check the Company is unique check box, only one record will be added for each unique company among the selected contacts. So if you selected 10 contacts that belong to 3 companies, only the 3 companies will be added to the selection.
Click OK. The selection is updated.
Remove members using search criteria
Open the Selection screen. Do one of the following:
- Click the Selection button in the Navigator.
- Use the history list or navigator search.
- Double-click on a selection in a search result.
Go to the required static selection. For example, use the Find screen.
Click the Remove members button in the tab.
In the Remove members matching dialog, specify the desired criteria.
Click OK. All members that satisfy the specified search criteria are removed.
Remove a specific member
Open the Selection screen. Do one of the following:
- Click the Selection button in the Navigator.
- Use the history list or navigator search.
- Double-click on a selection in a search result.
Go to the required static selection.
Select one or more entries in the list of members.
Right-click and select Remove. The members are instantly removed from the active selection.