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:
- Click on (Find) or on
(Person in Company).
You are prompted to confirm that the record should be added to the selection.
- 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.
- Click on (Find) or on
(Person in Company).
- 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:
- Use (Mark) or Ctrl+Insert to mark the desired records. Use or Ctrl+Insert a second time to unmark a record.
- 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.