Question
How do I access a saved selection?
Answer
Once a selection has been saved on the system, it can easily be retrieved by selecting the
‘Saved Selection’ tab at the top of the screen.
Enter the selection name and then select “Search” to locate a specific selection - alternatively
leaving the selection name blank and searching will display all of the selection reports stored
on the system.
To delete a selection, highlight the report required via a single click and choose the “Delete”
option at the bottom of the screen.
To access a report, select it with a double click. If both the results and the selection criteria have
been saved, the system prompts the user to choose which option to view.
If only the results or the selection criteria have been saved, the system will display the report.
The report will now be displayed on screen – individual CRM records can again be accessed
with a double click or the report printed out, downloaded, a map can be displayed, the list of customers can be deleted and you are able to press 'Back' to return to the prior screen.