Difference between revisions of "Create a Group from Custom Criteria"
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Use either Custom Representative Report or Custom Member Report in the Reports module to develop a list of desired representatives. Click Create Group, provide a group name, and then select this unique, custom group throughout the software as recipients of email, event invitations, or as a record of those meeting your specific criteria at that point in time. | Use either Custom Representative Report or Custom Member Report in the Reports module to develop a list of desired representatives. Click Create Group, provide a group name, and then select this unique, custom group throughout the software as recipients of email, event invitations, or as a record of those meeting your specific criteria at that point in time. | ||
− | + | #Click '''Reports''' in the left-hand menu. | |
+ | #Click '''Custom Member Report'''. | ||
+ | #Select the desired fields and any other desired selections on the Member Listing screen. | ||
+ | #:[[File:ReportsGuide.1.17.1.jpg|center]] | ||
+ | #Click '''Continue'''. | ||
+ | #Select the desired filters and custom criteria. | ||
+ | #:[[File:ReportsGuide.1.17.2.jpg|center]] | ||
+ | #Click '''View/Print Report'''. | ||
+ | #Verify the displayed contacts are those that should be included in the group. | ||
+ | #Click '''Create Group'''. | ||
+ | #:[[File:ReportsGuide.1.17.3.jpg|center]] | ||
+ | #Type the desired group name. | ||
+ | #Select which reps should be included as group members. | ||
+ | #Click '''Submit'''. | ||
− | + | Make any desired changes on the group General tab. You may also select to contact these members immediately by clicking '''Contact Members'''. | |
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Revision as of 01:36, 29 September 2017
Use either Custom Representative Report or Custom Member Report in the Reports module to develop a list of desired representatives. Click Create Group, provide a group name, and then select this unique, custom group throughout the software as recipients of email, event invitations, or as a record of those meeting your specific criteria at that point in time.
- Click Reports in the left-hand menu.
- Click Custom Member Report.
- Select the desired fields and any other desired selections on the Member Listing screen.
- Click Continue.
- Select the desired filters and custom criteria.
- Click View/Print Report.
- Verify the displayed contacts are those that should be included in the group.
- Click Create Group.
- Type the desired group name.
- Select which reps should be included as group members.
- Click Submit.
Make any desired changes on the group General tab. You may also select to contact these members immediately by clicking Contact Members.