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. | + | 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 '''Reports''' in the left-hand menu. |
Revision as of 01:37, 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 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.