Contact Selection Range - Revision history

Simon Clive at 05:40, 24 June 2011

2011-06-24T05:40:15Z

Simon Clive at 05:38, 24 June 2011

2011-06-24T05:38:21Z

Simon Clive at 05:35, 24 June 2011

2011-06-24T05:35:37Z

Eliza at 01:20, 10 March 2011

2011-03-10T01:20:12Z

Eliza at 02:12, 2 March 2011

2011-03-02T02:12:20Z

Admin at 05:40, 18 January 2011

2011-01-18T05:40:55Z

Admin: Created page with " More Detail= Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List [[Marke..."

2011-01-18T05:36:49Z

Created page with "<menu name=myMenu align=center> More Detail= Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List [[Marke..."

New page

<menu name=myMenu align=center>
More Detail=
[[Contact Selection Range]]
[[Marketing Contact]]
[[Lead]]
[[Lead List]]
[[Lead/Quote Status Type]]
[[Marketing Action List]]
[[Marketing Contact List]]
[[Marketing Ratios Report]]
[[Marketing Reports]]
[[Prospect]]
[[Prospect List]]
[[Print Reminders]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Telemarketing]]
[[Telemarketing List]]
</menu>
== Overview ==

@@ Line 56: / Line 56: @@
 *Select '''Value''' - enter the value being compared to ie. 3005
-*Select the '''Add''' button again- This will highlight a new line in the selection criteria area and the '''And/Or '''box
+*Select the '''Add''' button again, This will highlight a new line in the selection criteria area and the '''And/Or '''box
 *Select ''''And''''
-*Select the '''Field''' you want to filter on ie. "tblmarketingcontacts.PostCode"
+*Select the '''Field''' you want to filter on ie. ''''tblmarketingcontacts.PostCode''''
 *Select the '''Comparison''' drop down list - choose the comparison ''''Not Equal To''''.
 *Select '''Value''' - enter the value being compared to ie. 3001

@@ Line 31: / Line 31: @@
 *Select the '''Field''' you want to filter on from the dropdown list. eg. If you want Melbourne CBD contacts, you would most likely want everyone with a Melbourne CBD postcode (3000) therefore you will be filtering on the Postcode field - ''''tblmarketingcontacts.PostCode''''
-*Select the '''Comparison''' drop down list - This is a list of functions that define how you want to compare the data in the 'Field'to the Value that you will enter at the next step. eg. In the above example you would choose the comparison "equal to".
+*Select the '''Comparison''' drop down list - This is a list of functions that define how you want to compare the data in the ''''Field'''' to the Value that you will enter at the next step. eg. In the above example you would choose the comparison ''''Equal To''''<br>
-*Select Value - enter the value being compared to eg. 3000
+*Select '''Value''' - enter the value being compared to eg. 3000
 Note that as you populate the above fields, a search formula is being written in the selection criteria field. At this point you will see the formula'''"tblmarketingcontacts.postcode equal to 3000"''' Save or select '''Add''' again if you wish to add to this selection criteria
@@ Line 42: / Line 42: @@
 *Select [[Marketing]] Tab
 *Select '''Contact Selection Range'''
 *Enter a '''Name''' for the Range to be created. The name should be descriptive enough that it is easily recognised by other users ie. In this case "Postcodes 3000 to 3005 excluding 3001"
-*Select the '''Add button - This will highlight a new line in the selection criteria area and the '''Field''' box
+*Select the '''Add button - This will highlight a new line in the selection criteria area and the '''Field'''box '''
 *Select the '''Field''' you want to filter on ie. ''''tblmarketingcontacts.PostCode''''
 *Select the '''Comparison''' drop down list - choose the comparison ''''Greater or Equal to''''
@@ Line 53: / Line 53: @@
 *Select ''''And''''
 *Select the '''Field''' you want to filter on ie. ''''tblmarketingcontacts.PostCode''''
 *Select the '''Comparison''' drop down list - choose the comparison ''''Less or Equal to''''<br>
 *Select '''Value''' - enter the value being compared to ie. 3005
 *Select the '''Add''' button again- This will highlight a new line in the selection criteria area and the '''And/Or '''box
 *Select ''''And''''
 *Select the '''Field''' you want to filter on ie. "tblmarketingcontacts.PostCode"
 *Select the '''Comparison''' drop down list - choose the comparison ''''Not Equal To''''.
@@ Line 64: / Line 64: @@
 *'''Save'''
 You have just created a selection criteria that reads; '''tblmarketingcontacts.postcode greater or equal to 3000''' and '''tblmarketingcontacts.postcode less or equal to 3005''' and '''tblmarketingcontacts.postcode not equal to 3001'''
 The result when applied to a list is to show all marketing contacts with postcodes 3000, 3002, 3003, 3004 or 3005

@@ Line 20: / Line 20: @@
 == Overview  ==
-A Contact Selection Range is a filter that is applied to the Marketing Contact List in order to create a filtered or targeted list for the purpose of telemarketing. It can also be selected as a criteria for filtering the Marketing Contact List EG. If targeting a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode.
+A '''Contact Selection Range''' is a filter that is applied to the Marketing Contact List in order to create a filtered or targeted list for the purpose of telemarketing. It can also be selected as a criteria for filtering the Marketing Contact List e.g. If targeting a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode.
 '''How to use Contact Selection Range'''
 *Select [[Marketing]] Tab
-*Select Contact Selection Range
+*Select '''Contact Selection Range'''
-*Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised
+*Enter a '''Name''' for the Range to be created. The name should be descriptive enough that it is easily recognised by other users eg. Postcodes 4207 to 4210
-by other users eg. Postcodes 4207 to 4210
+*Select the '''Add''' button - This will highlight a new line in the selection criteria area and the '''Field''' box
-*Select the ADD button - This will highlight a new line in the selection criteria area and the Field box
+*Select the '''Comparison''' drop down list - This is a list of functions that define how you want to compare the data in the 'Field'to the Value that you will enter at the next step. eg. In the above example you would choose the comparison "equal to".
-*Select the Field you want to filter on from the dropdown list. eg. If you want Melbourne CBD contacts, you would
-−
-most likely want everyone with a Melbourne CBD postcode (3000) therefore you will be filtering on the Postcode field - "tblmarketingcontacts.PostCode"
-−
-*Select the Comparison drop down list - This is a list of function that define how you want to compare the data in the
-−
-"Field" to the Value that you will enter at the next step. eg. In the above example you would choose the comparison "equal to".
 *Select Value - enter the value being compared to eg. 3000
-Note that as you populate the above fields, a search formula is being written in the selection criteria field. At this point you will see the formula'''"tblmarketingcontacts.postcode equal to 3000"''' Save or select ADD again if you wish to add to this selection criteria
+Note that as you populate the above fields, a search formula is being written in the selection criteria field. At this point you will see the formula'''"tblmarketingcontacts.postcode equal to 3000"''' Save or select '''Add''' again if you wish to add to this selection criteria
 '''Using Multiple Criteria'''
@@ Line 48: / Line 42: @@
 *Select [[Marketing]] Tab
-*Select Contact Selection Range
+*Select '''Contact Selection Range'''
-*Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised
+*Enter a '''Name''' for the Range to be created. The name should be descriptive enough that it is easily recognised by other users ie. In this case "Postcodes 3000 to 3005 excluding 3001"
-−
 by other users ie. In this case "Postcodes 3000 to 3005 excluding 3001"
-*Select the ADD button - This will highlight a new line in the selection criteria area and the Field box
+*Select the '''Add button - This will highlight a new line in the selection criteria area and the '''Field''' box
-*Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
+*Select the '''Field''' you want to filter on ie. ''''tblmarketingcontacts.PostCode''''
-*Select the Comparison drop down list - choose the comparison "greater or equal to".
+*Select the '''Comparison''' drop down list - choose the comparison ''''Greater or Equal to''''
-*Select Value - enter the value being compared to ie. 3000
+*Select '''Value''' - enter the value being compared to ie. 3000
-*Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box
+*Select the '''And''' button again- This will highlight a new line in the selection criteria area and the '''And/Or''' box
-*Select "AND"
+*Select ''''And''''
-*Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
+*Select the '''Field''' you want to filter on ie. ''''tblmarketingcontacts.PostCode''''
-*Select the Comparison drop down list - choose the comparison "less or equal to".
+*Select the '''Comparison''' drop down list - choose the comparison ''''Less or Equal to''''<br>
-*Select Value - enter the value being compared to ie. 3005
+*Select '''Value''' - enter the value being compared to ie. 3005
-*Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box
+*Select the '''Add''' button again- This will highlight a new line in the selection criteria area and the '''And/Or '''box
-*Select "AND"
+*Select ''''And''''
-*Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
+*Select the '''Field''' you want to filter on ie. "tblmarketingcontacts.PostCode"
-*Select the Comparison drop down list - choose the comparison "not equal to".
+*Select the '''Comparison''' drop down list - choose the comparison ''''Not Equal To''''.
-*Select Value - enter the value being compared to ie. 3001
+*Select '''Value''' - enter the value being compared to ie. 3001
-*SAVE
+*'''Save'''
-You have just created a selection criteria that reads; '''tblmarketingcontacts.postcode greater or equal to 3000''' AND tblmarketingcontacts.postcode less or equal to 3005 AND tblmarketingcontacts.postcode not equal to 3001
+You have just created a selection criteria that reads; '''tblmarketingcontacts.postcode greater or equal to 3000''' and '''tblmarketingcontacts.postcode less or equal to 3005''' and '''tblmarketingcontacts.postcode not equal to 3001'''
 The result when applied to a list is to show all marketing contacts with postcodes 3000, 3002, 3003, 3004 or 3005

@@ Line 24: / Line 24: @@
 '''How to use Contact Selection Range'''
-*Select Marketing Tab
+*Select [[Marketing]] Tab
 *Select Contact Selection Range
 *Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised
@@ Line 47: / Line 47: @@
 Here is an example of how to select a range of postcodes and excluding one value within that range.
-*Select Marketing Tab
+*Select [[Marketing]] Tab
 *Select Contact Selection Range
 *Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised

@@ Line 10: / Line 10: @@
 [[Marketing Ratios Report]]
 [[Marketing Reports]]
-[[Prospect]]
+[[Prospect (Marketing)]]
-[[Prospect List]]
+[[Prospect List (Marketing)]]
 [[Print Reminders]]
 [[Sales Pipeline]]