Sets - Introduction

A set is a method of grouping SmartOffice records. The individual records that make up the set are called "members" of the set. Users can create sets to make many SmartOffice tasks easier. For example:

• When a user sends correspondence to a set of contacts, all members of the set receive the correspondence; the user does not have to send the correspondence to each contact individually.
• When a user searches for contacts or other records, the user can limit the search to a specified set of records instead of searching all contacts in the database.
• When setting up a Dynamic Report, the user can limit the report's results to the members of a set.

The following types of records can be grouped into sets:

• Contacts/Businesses
• Advisors/Agencies
• Candidates

Select a topic below for more information:

• Searching for Sets
• Using a Set
• Creating a Set
• Adding and Deleting Set Members
• Validating a Set

Watch related training movies: Reporting and Filtering Course