Sets - Adding and Deleting Set Members

• Overview
• Adding Set Members
• From a Record List
• From an Open Record
• From the Set List
• From a Set
• Deleting Set Members
• From an Open Record
• From a Set

Overview

In ad-hoc and combination sets, the user can select members for inclusion in the set. This section describes several methods of adding members to a set.

Note: A record can belong to multiple sets but cannot be added to the same set more than once. If a set appears to have the same record listed more than once, there are probably duplicate records in the system. Learn how to eliminate duplicate records.

Watch the Training Class: Adding a Contact to a Set

Adding Set Members

From a Record List

1. Search for the contacts, businesses, advisors/producers, agencies/firms or candidates.
2. Tag one or more records in the list of results.
3. Select Menu \> Add to Set to open the Set List dialog box.

1. Tag one or more sets and then click the OK button.

Tip: For quicker access, drag the Add to Set button from the Menu to the Custom Button Bar. Pointing to that button opens an Add to Recent Set(s) menu for quickly adding selected contacts to a recently modified set.

This procedure can be used with certain other SmartOffice record types as well. For example, if the user selects Menu \> Add to Set for a household record, SmartOffice adds the head of that household to the selected sets. The following table lists each of these SmartOffice record types and the contact that is added to the set.

From an Open Record

1. Open a contact, business, advisor/producer, agency/firm or candidate record.
2. Do one of the following:

• From the Personal or Detail content link, select Menu \> Add to Set.
• From the Add'l Personal or Add'l Detail content link, click the Options button and select New 'Set Member' record in the Set Membership section.

1. In the Set List dialog box, tag one or more sets and then click the OK button.

Note: The user can drag the Add to Set button from the Menu to the Custom Button Bar for quicker access. Pointing to that button opens an Add to Recent Set(s) menu that enables the user to quickly add the contact to a recently modified set.

From the Set List

1. From the Set List, tag one or more sets.
2. Select Menu \> Add New Members to the Tagged Sets to open a search dialog box.
3. Specify the search criteria and then click the Search button.
4. In the list of search results, tag one or more records and then click the OK button.

From a Set

1. While viewing a set's details, click the Set Members content link.
2. Select Menu \> New 'Set Member' record to open a search dialog box.
3. Specify the search criteria and then click the Search button.
4. In the list of search results, tag one or more records and then click the OK button.

Deleting Set Members

From an Open Record

1. Open a contact, business, advisor/producer, agency/firm or candidate record.
2. Click the Add'l Personal or Add'l Detail content link.
3. In the Set Membership section, tag a set
4. Click the Options button and select Delete 'Set Member' record.

From a Set

1. While viewing a set's details, click the Set Members content link.
2. Tag the set members to be removed.
3. Select Menu \> Delete 'Set Member' record.

Note: This action does not delete records from SmartOffice; it only removes them from membership in the set. To delete the records themselves while viewing the Set Members content link, select Menu \> Go to List. The records are displayed in a regular SmartOffice list and can be deleted from that list.