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To Make a Selection

other types of selection

You would want to do this to prepare to send a letter to everyone (for example) who lives in SG12; or print labels for all vicars in a Diocese

Note that you can also add a single client to a selection by clicking on the "Select" button on the right hand side of a client record. Go careful here - you need to be sure that you are adding your client to the right selection!

  1. Enter RR5 with your password: Note that case is important, normally everything is in capital letters
  2. Click on RR name (the ReadyRiter "banner")

 
  1. Click on Selections
  1. Check that “Clients selected” shows 0. If it does not you will have cancel the existing selection before continuing. Do this by entering “xx” in the name of selection box and then hitting Carriage Return on keyboard, and then clicking on “Cancel this selection”

  1. In “Title of selection” enter a name for your selection eg “pcodes SG”

  2. Click “Selection Processes”

  3. In the list select how you want to select eg “postcodes” You may have to drag the slider on the right side of the list to reveal more of the list

  4. Fill in what you want to search for eg “SG12”

  5. In the “action” box click on “Select”
  1. Click on “Select Now”
  1. RR makes the selection
  2. If you wish you can add more clients to this selection e.g. include everyone who lives in SG13 as well. This is done by going back to point 6 above and making a different selection. These new clients are added to the existing selection. Note that you can also add to a single client to a selection by clicking on the "Select" button on the right hand side of a client record.
  3. You can check what clients you now have selected by clicking on the "List of Selected Clients" button
  1. Click on “close selection processes”

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