Displaying Selections

To edit a selection:

1. Switch to the desired level (Company+Person, Person or Property (BTB only)).
2. Select Data > Selection from the menu.
3. Choose a selection and confirm with OK.
   Note: Selections are user-specific. You can only use a selection defined by another user if you are sent the selection.

   The records in the selection are displayed. The name of the selection is displayed in the title bar.

   Note: Provided your administrator has configured this feature, you can load selections directly via a drop-down list, >> Button Properties in the Aurea.CRM win Administrator Guide. The drop-down list contains the following entries: blank entry (return to the entire database), available selections, "Selection" entry (switch to the Selection level).

   If you have loaded a selection, you cannot use the Data > Sequence or Data > Sort by menu options. The sort options are defined in the selection itself, see Sort Options.

4. Select Data > Define Conditions to further restrict the selection. This only limits the records that are displayed; the selection itself is not affected.
5. To exit the selection and return to the database, select Data > Entire Database.