Difference between revisions of "Create a Group from Custom Criteria"
Jump to navigation
Jump to search
Cpetterson (talk | contribs) |
Cpetterson (talk | contribs) |
||
Line 3: | Line 3: | ||
#Click '''Reports''' in the left-hand menu. | #Click '''Reports''' in the left-hand menu. | ||
#Click '''Custom Member Report'''. | #Click '''Custom Member Report'''. | ||
− | #Select the desired fields and any other desired selections on the Member Listing screen. | + | #Select the desired fields and any other desired selections on the Member Listing screen. '''[[Reports_and_Downloads#Creating_a_Custom_Member_Report|Click Here]]''' for further information on configuring the '''Custom Member Report'''. |
#:[[File:ReportsGuide.1.17.1.jpg|center]] | #:[[File:ReportsGuide.1.17.1.jpg|center]] | ||
#Click '''Continue'''. | #Click '''Continue'''. | ||
Line 12: | Line 12: | ||
#Click '''Create Group'''. | #Click '''Create Group'''. | ||
#:[[File:ReportsGuide.1.17.3.jpg|center]] | #:[[File:ReportsGuide.1.17.3.jpg|center]] | ||
− | #Type the | + | #Type the '''New Group Name'''. |
− | #Select | + | #Select the '''Members reps to include:'''. |
#Click '''Submit'''. | #Click '''Submit'''. | ||
Make any desired changes on the group General tab. You may also select to contact these members immediately by clicking '''Contact Members'''. | Make any desired changes on the group General tab. You may also select to contact these members immediately by clicking '''Contact Members'''. |
Revision as of 01:44, 29 September 2017
Use either Custom Representative Report or Custom Member Report in the Reports module to develop a list of desired representatives. This unique, custom group can be used 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 Here for further information on configuring the Custom Member Report.
- 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 New Group Name.
- Select the Members reps to include:.
- Click Submit.
Make any desired changes on the group General tab. You may also select to contact these members immediately by clicking Contact Members.