Extending Selections with a Base Selection

Learn how to extend selection with base selection.

The first selection ("New Customers") contains all companies/persons that became customers over the last 3 weeks. The second selection ("Construction Sector") searches for customers in the construction sector (Sector = Construction) stored in the first selection, and extends the second selection to include these records.

Update both selections regularly. The second selection only searches in the first selection, and therefore is quicker to execute.

  1. Define a selection:
    • Containing the first condition (Company.Lead Status = Customer AND Lead Status.Starts on >= today - 3 weeks AND Starts on >= today)
    • Base = Entire Database
    • Result = Replace
  2. Click on (Execute) to generate the selection.

    The system searches in the entire database for all companies/persons that meet the first condition, and adds them to the selection.

  3. Save the selection.
  4. Click on (Delete) to delete all entries in the mask.
  5. Define the second selection:
    • Containing the second condition (Sector = "Construction")
    • Base = Selection
    • Result = Extend
    • Base Selection = first selection ("New Customers")
  6. Click on (Execute) to generate the selection.
Note: You can alternatively select Start Base Sel. from the context menu to generate the first selection. If you have combined multiple selections in this way, all base selections are generated when selecting this option.
The system searches in the results of the first selection for all companies/persons that meet the second condition, and adds them to the second selection.