How do I add more members (companies, contacts, projects, sales, etc.) in my static selection in SuperOffice CRM?
Updated on 2 Dec 2021I have created a static selection of my contacts that I haven’t called in a year. While I was working through the list, I realized that a few more people need to be followed up, but they do not fit this criterion. How do I include these contacts on my static selection?
There are different ways how you can include more contacts to your static selection. Please follow the steps in the sections below:
Add contacts using search criteria
When you want to add new selection members using search criteria, you want to use the Find screen to define criteria for adding members that fulfill the criteria and then add these members to your selection. Please follow the steps below to add more contacts to your static selection:
- Make a search in the Find Screen and open the Results (1) tab. Then click on the Task (2) button and select the Copy into selection (3) option.
- Select Copy into existing static selection (1) option and choose your Selection (2) from the drop-down list, click OK (3) to copy the contacts.
Add contacts manually
If you only want to add specific members to a static selection, you can do that from various places in SuperOffice CRM. Please follow the steps in the sections below to add more contacts to your static selection:
- From the Company screen
Go to the Company screen, select the contact in the Contact (1) section tab, right-click on the contact (2) and right-click, and choose Add to selection (3).
- From the Contact screen
Go to the Contact screen, click on the Task button, and select Add to selection.
- From all section tabs containing contacts
Open a section tab containing contacts (e.g. the Project Members (1) section tab in the Project screen). Select one or more contacts (2), right-click, and choose Add to selection (3).
- From any selection screen
Open a selection consisting of the contacts you want to include to your static selection, select the contact (press CTRL button in your keyboard and keep selecting the contacts from the list). When you selected all the contacts then right-click and click on the option Add to selection
Next, select the contact (1) in the left side column and double-click or click on the arrow (3) button to add the contact to your selection (2). Click OK (4) to close the dialog.
- From the dynamic selection screen
Open a selection consisting of the contacts you want to include to your static selection, then click on the Task (1) button, and then select Copy into selection (2).
Next, select the contact (1) in the left side column and double-click or click on the arrow (3) button to add the contact to your selection (2). Click OK (4) to close the dialog.
- From the static selection screen
Open a selection, then click on the Add Members (1) button.
Then select the criteria (1) that would find all the members you want to include into the selection and click OK (2). The member will be included automatically.
You will see a message stating the number of new members added to the selection. Click OK to close it.
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