Create a Group from Custom Criteria

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.

Creating a Group from Custom Criteria

1. Click Reports in the left-hand menu.

2. Click Custom Member Report.

3. Select the desired fields and any other desired selections on the Member Listing screen.

Figure: Selecting desired fields

4. Click Continue.

5. Select the desired filters and custom criteria.

Figure: Selecting desired filters and custom criteria

6. Click View/Print Report.

7. Verify the displayed contacts or those that should be included in the group.

8. Click Create Group.

Figure: Create a group from custom report criteria

9. Type the desired group name.

10. Select which reps should be included as group members.

11. Click Submit.

12. Make any desired changes on the group General tab. You may also select to contact these members immediately by clicking Contact Members.