Clients, Copying,
Deleting and Moving Many Records
You
can copy, delete or move records either individually or in a group, where the
group might be either a given selection or an entire address set.
To
work with a selection you first have to set the mailshot markers (see Clients, Scrolling
& Flat Views for manual selection. See Mail Shot Bulk
Selection of Clients for automated selection).
Copying
To
copy records either individually or in a group, starting from the flat view in
any address set…
- Click the word “Record”
on the menu line
- Click the “Copy
record/s…” menu item
- Use the “Source address
set” drop-down to select the address set from which to copy
- Use the “Target address
set” drop-down to select the address set to copy into
- Click the suitable
“Copy records” option to select…
- just the current
record, or
- the current mailshot
set (i.e. all MS=Y records), or
- the entire set
- Click the suitable
“Pass mailshot details” option to select whether to pass the values in the
12 user-definable mailshot fields
- Click “OK”
Moving
Similar
to copying records, above, except that you select the “Move record/s…” menu
item instead, and the source records are deleted after the move.
Deleting
To delete
an individual record, simply find the record in question then click the “Bin”
button or press the F4 key.
To
prevent accidental deletion the bulk deleting of records is normally disabled
via access rights (see Set-up Users). However
if you have both the right and the need to delete either selections, or sets of
records, then starting from the flat view of the address set from which you
wish to delete records…
- Click the word “Record”
on the menu line
- Click the “Bulk
delete…” menu item
- Choose whether to
delete the entire current address set or just those with their mailshot
markers set (i.e. all MS=Y records)
- Click “Yes”