Create a Group from Custom Criteria
Revision as of 01:36, 29 September 2017 by Cpetterson (talk | contribs)
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.