Selection
Selections are a list of contacts and persons grouped based on certain criteria. The selections can be created using the GUI Selections in the SuperOffice CRM interface. In the GUI you can add one or more criteria that you want the selection made out of and the system will find the contacts and persons according to the criteria that you defined.
Why use selections?
The advantage of using selection is that you don’t need to search for the contacts that you interact with regularly. You can define a selection like the above and then when you go into the selection you can find all the contacts and the persons belonging to them.
Another advantage is you can use the Task panel to perform certain tasks on the listed contacts and persons of a selection.
As shown, you can send an email to all the persons listed in the selection, or you can select one or many persons you want to send the email to from the selection member list.
Different types of selections
Companies/Contacts
Sales
Project
Follow-ups
Documents
- Tasks depending on type and selection
- Categories of selections
- Both dynamic and static
- Always a contact archive
- Group edit
- Navigate selection
Work efficiently with collections of different entities
"Transforming selections"
Closer connection between search and selections
Use selections as an overview and grouping of activities etc
Power features on groups of entities
Static or dynamic?
A Selection can be updated either on the fly, called dynamic, whereas the rest are called static.
How to retrieve members of a specific selection
Members of a specific selection can be retrieved in multiple ways: