Selections

Selections contain references to companies and persons that meet one or more conditions.

For further details, see Conditions.

It can be used as the basis for marketing activities, mass mailings etc.:
  • Selections (including conditions) are defined in the Selection info area, see Defining a Selection.
  • The selection then needs to be generated, see Generating a Selection.
    Note: The selection contains references to those records that meet the conditions at the time the selection is generated. The selection is not updated until it is generated again. This means that companies and persons in the selection may no longer meet the initial criteria defined when first generating the selection.
  • You can display the selection and edit companies/persons in the selection, see Displaying or Editing Selections.
  • You can extend selections and create unions and intersections of selections, see Combining Selections.
  • You can generate the selection at regular intervals, see Automatic Selections.

The BTB version also includes property selections (context menu option Selection in the Property level).