Combining Selections

Learn how to combine selections.

In some cases it makes sense to combine several selections:

• Some complex selection conditions cannot be defined in a single selection.

Example: A selection of A customers that have been visited at least once per month, and B customers visited at least once per year.

• A selection containing a large number of companies/persons is updated at a time when it does not affect the performance of Aurea.CRM. A second selection can then be created from the results of the first selection. The second selection is quicker to execute than a complex selection and can therefore be updated at any time.

Example: The "New customers" selection is regularly updated at night. A second selection extracts all companies in a specific sector from the initial selection. This second selection also needs to be executed regularly, but this can also be done during the day.

• If both selections are already present, reusing the selections saves time defining the selection.

Selections are combined using the following options:

• Base: Determines which data is used as a basis for the selection:
  • Entire Database: The entire database is searched.
  • Selection: The current selection is searched. If another selection is specified under Base Selection, that selection is used as the basis instead.
• Result:
  • Replace: The current contents of the selection are overwritten by the result.
  • Extend: The results of the selection are added to the current selection.
  Note: If you have selected Extend under Result but no selection is displayed under Current Selection, you are prompted to load a selection. If you had previously loaded a selection and then delete all settings using the (Delete) button, the results of the selection are written to the previously loaded selection.