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- Use the "Person Owners" field to select the owners involved
- When you collect names for other companies then by privacy laws the person has only registered their information to be used by the company they registered for
- Each person may have multiple owners (if they have registered multiple times for different organisations their information may have been merged)
- If you do not collect names on behalf of other companies this does not apply
- Use the Query fields on the General tab to select the filters of interest
- Add filters from the subtabs - Profiles, Relationships, Events if relevant
- '''Preview Button''' When ready to view the results of a query
- Query will populate on bottom of screen.
- '''Add these to the list''' to add the names to the Master List Tab
- '''Remove from List''' to remove the names to the Master List Tab
- In the Preview list or the Master List
- Can rightclick any record in the preview to Add or Remove from the Master List individually or go to merge or details
- Can Multiselect in the Preview to Add or Remove from Master List or stack records in Person screen for quick review or editing
- Once you have the Master List you want you can add this to the clipboard and use it in
- Event Maintenance as potential audience or speakers
- Tele Marketing Campaign to make calls to
- creating re-usable lists through Contact or Mailing Lists to send mass emails to or use repeatably
- Send an an Email Templates Template - by linking a suitable template at the bottom of the screen and sending the email - see Email Templates
- Once you have generated a Master List you can Send Emails directly to it or you can export the list to another application.
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Profile Tab subtab
Used to filter when Simple Profile Type has been defined that is linked to persons in the system. An example may be if you create profile "Interested in Newsletter" or "Do not contact" to add or remove persons from the list. You can search for multiple profiles at a time.
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Used to find persons who have a Generic Person-Company Relation/wiki/spaces/SI/pages/33055010 relationship with organisations in your system. For example to find all persons who can login to your webstore or to find all employees in your system.
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