Editing Selection Data

To edit records in a selection, load the selection, see Displaying Selections.

You can edit records in the selection as follows:

  • To add a record to the selection:
    1. Click on (Find) or on (Person in Company).

      You are prompted to confirm that the record should be added to the selection.

    2. Confirm with Yes.

      The record is displayed in the selection list.

      If you answer No, you are automatically returned to viewing the entire database and the record is highlighted.

  • Use the (New), (Edit) und (Delete) buttons to add, edit or delete a record:
    • New: New records are added to the database and saved in the selection as well. The Manual field is enabled for the record in the selection (visible by selecting View > All Mask Fields from the menu).
    • Edit: Changes to records in the selection affect the record in the database.
    • Delete: Deleting a record removes the record from the selection, but not from the database.
To delete records at once:
  1. Use (Mark) or Ctrl+Insert to mark the desired records. Use or Ctrl+Insert a second time to unmark a record.
  2. Select Edit > Delete Marked Records from the menu to remove all marked records from the selection. Alternatively, select Edit > Delete Unmarked Records to remove all unmarked records from the selection.

    Alternatively, select Edit > Delete Unmarked Records to remove all unmarked records from the selection.

    Note: Records are removed from the selection, but are not deleted from the database.
Note: If you use a selection to generate a marketing activity, you can choose to use the marked or unmarked records in the selection to do so. This allows you to further restrict a selection for a specific marketing activity, see Defining the Marketing Activity Format.