How do I get an overview of all contacts without any e-mails and/or documents in SuperOffice CRM?

This is the way you can make a list of contacts without any e-mail and/or documents:

1. Create a selection that lists all contacts with documents and e-mails
    
2. Create the interest "Have documents and emails" for contacts in SuperOffice CRM
    
3. Use a bulk update to update all the contacts with documents and e-mails
    
4. Create a selection of all contacts in SuperOffice CRM
    
5. Create a selection that lists only contact with the interest 
    
6. Create a combined selection with contacts without documents and/or emails
    

You must have the combined selection feature to get an overview of contacts without assigned documents and/or e-mail. 

Note! Only our Sales and Service Premium and Marketing plans have the combined selections feature available. Please contact your SuperOffice contact if you need this feature. 
 

Create a selection that lists all contacts with documents and e-mails

To do so, please follow the steps below: 

1. Click on the Find (1) button and then Find Document (2). 
   
   
    
2. Next, in the Criteria (1) field click the arrow, which will unfold the list of the possible criteria for you to use. Choose Type in the list box to the right of Type, click the arrow and select Is one of (2). In the last field on the line, select all the document templates (3) that you want to include in this search. 
   
   
    
3. Then you can select the period that should be considered in the selection. For example, all documents registered for the last 5 years including this year (1). Click Find (2) to list all the documents. 
   
   
    
4. Once you have a list of documents click on the Save as selection button and create a selection.
   
   
    
5. You have created a selection of documents; however, it also has a Company/contact tab, also known as “Shadow selection” of the companies and contacts associated with these documents. Configure the columns in a way that you could see at least a company´s name or a contact´s name and e-mail address. This will allow you to choose the correct contacts to select later. 
   
   

  

Create the interest "Have documents and emails" for contacts in SuperOffice CRM

Please read this article to learn how to create an interest for contacts. In this example, we will use a contact interest called “Have documents and e-mails”.

Use a bulk update to update all the contacts with documents and e-mails

To do so, please follow the steps below: 

1. To select all the contacts, first, click Show All, then select the first contact in the list and then scroll down until you reach the last and, while keeping the Shift key pressed, click on it. Then, right-click on selected contacts and click on Bulk update.
   
   
    
2. Make sure you are in the Contact (1) tab, then select Interest – add (2), choose the interest you created in the previous step and click Update (3). It will select this interest on all the contacts you have selected previously.
   
   

Create a selection of all contacts in SuperOffice CRM

Please follow this FAQ to learn step by step how to create this selection.
 

Create a selection of all contacts with the "Have documents and emails" interest 

To do so, please follow the steps below:

1. Click on the Find (1) button and then Find Contacts (2). 
    
2. Next, choose Contact interest in the list box to the right of Type, click the arrow and select Is equal to (1) the interest you created earlier. Click Find (2) and then follow the steps to create a selection.
   
   

Create a combined selection with contacts without documents and/or emails 

To do so, please follow the steps below: 

1. In one of the selections, you created earlier, click on the Task (1) button and then Combine selection with... (2). 
   
   
    
2. The new combine selection interface will be populated. Give it a meaningful name (1). As selection 1, choose All contacts (2); as selection 2, choose All companies with documents and e-mails (3). As a combination type, select Only in Selection 1 (4) option. Click on Save (5) to finish.