Creating Multiselect for Contacts in Sage CRM

A Comprehensive Guide with Emojis

Greetings, fellow marketers! Are you ready to take your Sage CRM game to the next level? Let’s dive into the world of multiselect for contacts – a feature that can save you time and effort while improving the accuracy of your data. In this article, we’ll provide you with everything you need to know to create multiselect for contacts in Sage CRM. So, without further ado, let’s get started!

What is Multiselect for Contacts?

Multiselect for contacts is a feature in Sage CRM that allows you to select multiple contacts at once instead of selecting them one by one. With multiselect, you can easily filter, group, tag, or assign actions to multiple contacts simultaneously. This feature can come in handy when dealing with large contact lists or performing frequent actions on multiple contacts.

How to Create Multiselect for Contacts in Sage CRM

First things first, let’s go through the steps of creating multiselect for contacts in Sage CRM:

Step	Description
1	Log in to Sage CRM.
2	Go to Administration > Customization > Entity Screens.
3	Click on the screen you want to add multiselect to (e.g., Contact Summary).
4	Click on the “Add Field” button.
5	Choose “Multiselect” as the field type.
6	Enter a name for the field (e.g., Selected Contacts).
7	Choose the contact entity as the source entity for the field.
8	Click on the “Next” button.
9	Choose the fields you want to include in the multiselect (e.g., First Name, Last Name, Email).
10	Click on the “Finish” button.
11	Save and publish the changes.

FAQs

1. Can I add multiselect to any screen in Sage CRM?

Yes, you can add multiselect to any screen in Sage CRM that supports custom fields.

2. Can I customize the appearance of the multiselect field?

No, the appearance of the multiselect field is predefined and cannot be customized.

3. Can I use multiselect to update multiple contacts at once?

No, multiselect is a read-only feature and cannot be used to update contact records. However, you can use it to filter contacts and then perform bulk updates on the filtered group.

4. Can I use multiselect to assign tasks to multiple contacts at once?

Yes, you can use multiselect to assign tasks, appointments, or follow-ups to multiple contacts at once. Simply select the contacts you want to assign the action to and choose the action from the dropdown menu.

5. Can I use multiselect to create groups of contacts?

Yes, you can use multiselect to create groups of contacts based on specific criteria. Simply filter the contacts using the multiselect field and then save the filtered group as a new group.

6. Can I export the results of a multiselect search?

Yes, you can export the results of a multiselect search to a CSV file. Simply select the contacts you want to export and choose “Export CSV” from the Actions dropdown menu.

7. Can I add custom fields to the multiselect search results?

No, the fields included in the multiselect search results are predefined and cannot be customized.

8. How many contacts can I select with multiselect?

You can select as many contacts as you want with multiselect. However, keep in mind that selecting a large number of contacts may affect the performance of Sage CRM.

9. Can I search for specific contacts within the multiselect field?

Yes, you can search for specific contacts within the multiselect field by typing their name or part of their name in the search bar.

10. Can I use multiselect to create mailing lists?

Yes, you can use multiselect to create mailing lists based on specific criteria. Simply filter the contacts using the multiselect field and then save the filtered group as a new mailing list.

11. Can I use multiselect to delete multiple contacts at once?

No, multiselect is a read-only feature and cannot be used to delete contact records. However, you can use it to filter contacts and then perform bulk deletes on the filtered group.

12. Can I use multiselect to tag multiple contacts at once?

Yes, you can use multiselect to tag multiple contacts at once. Simply select the contacts you want to tag and choose “Tag Contacts” from the Actions dropdown menu.

13. Can I use multiselect to segment my contact list?

Yes, you can use multiselect to segment your contact list based on specific criteria. Simply filter the contacts using the multiselect field and then save the filtered group as a new segment.

Conclusion

Congratulations, you’ve made it to the end of our guide on creating multiselect for contacts in Sage CRM! We hope you found this article informative and helpful in improving your contact management workflow. Remember, with multiselect, you can save time, improve accuracy, and increase productivity. So, what are you waiting for? Start creating multiselect for your contacts today and take your Sage CRM game to the next level!

As always, if you have any further questions or comments, feel free to leave them below. We’d love to hear from you!

Closing Disclaimer

The information in this article is provided for educational and informational purposes only. The author and publisher make no warranty of any kind, express or implied, with regard to the accuracy, completeness, or suitability of the information contained herein. Sage CRM is a registered trademark of Sage Group plc. The author and publisher are not affiliated with Sage Group plc in any way.