How do I get a list of all created selections in our SuperOffice CRM?

To get a list of all selections that have been created in your SuperOffice CRM, please follow the steps below:

1. Click on the Find button in the toolbar at the bottom of the SuperOffice screen.
   
   
    
2. Then click on Find Selection.
   
   
    
3. In the field Selection name, type in the % sign, which means that you are searching for all selections, and then click on the Find option. This search will give you the list and number of all existing selections.
   
   
   
   Note! If you want to get a list of all selections created by a specific user, in addition to the Selection name criteria, select User ID criteria and choose the user whose selections you want to retrieve.

 

More information

FAQ: Selection

FAQ: How do I find and delete old and no longer used selections from SuperOffice CRM?