Copy into selections

It may useful to copy specific selection members into another selection, for example, if you have created a selection of customers and want to include suppliers in the same selection.

1. Go to the required selection and select the tab containing the records you want to work with.
2. Click and select Copy into selection task.
3. In the Copy into Selection dialog, select one of the following:
   • Copy into existing static selection: select this option to copy the active selection into an existing static selection. In this case, specify the required selection.
   • Copy into new selection: select this option to create a completely new selection containing the members of the active selection. In this case, you must also specify a name for the new selection, what type of selection it is and for whom it is visible.
4. Click OK. The selection is copied to the specified destination.

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Why can’t I see all my selections?

You cannot copy a selection to an existing dynamic selection or combined selection. So you will only have the option of selecting from existing static selections.

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Why can’t I opt to make the new selection dynamic?

because a dynamic selection does not contain any physical contacts, but just a set of search criteria, it is only when you copy a dynamic selection that you can choose between Static and Dynamic in the Selection is list box. If you copy a static selection, the Selection is list box will only contain the Static option. To create a copy of a dynamic selection, you can use the Copy the selection function on the Task tab.