Sets Module
PRINTUsing Sets in Organizer’s Toolbox is an easy way to save filters that you commonly use and also a way to do complex filters. Sets can be created to use for filtering both in the People and the Organizations Module.
To begin using sets, first open up the Sets Module. You can access Sets in one of two ways. Under the Tools menu from the dashboard
or from the Tools menu on the Toolbar menu at the top of the screen
Once you access the Sets module you’ll notice a group of buttons at the bottom of the screen that will help you navigate through the module.
To create a new set, select the New Set button (the green plus)
You’ll be prompted to enter a name for your new set. For example, let’s create a set that contains all people who have home phone numbers, calling it “Records with home phone.”
What will come up is the filter wizard, at which point you’ll need to filter for what you’d like your set to be defined by. In this case, you’ll need to filter for Home Phone: Anything. Once you complete your filter, you’ll be brought back to the Sets module, where you’ll see the newly created Set, Records with home phone.
If at this point, you’d like to see which person records are going to be a part of your newly created set, just select the Preview Data in Set button, found on the bottom left of the screen:
If you decide that you’d like to make a copy of your set (instead of going through the process of recreating it from scratch), you’d select the Cop Set button.
You now have a set entitled “Copy of Records with Home Phone.” In order to change the name of the set, use the Rename Set button. Let’s rename this set “Records with Home and Work Phone”
Now let’s say you’d like to change the set definition to include additional criteria. To do that, select the Edit Sets button.
This will bring up the filter wizard, at which point you can go in and add in the additional criteria for this set. In this case, you’d add in Work Phone- Anything, as the set should include records with both home phone and work phone.