Transfer Selection Tool

Basics

  • The Transfer Selection Tool allows you to move and/or manipulate a selection.
  • The tool gives you the option to Copy to Another Page, Add to an Existing Selection, Remove from an Existing Selection and Copy to Another User. While completing those actions, you also have the option to select Heads and to create missing records.
  • The tool is available on many pages of the Platform. If it's not available on the page you're on, use the Xfer option to move your selection to a page the tool is available on. Note that the Transfer Selection Tool is not available on the Households page.
  • The tool must be launched from a selection of records.
  • SPoCs can grant user access to the tool via the normal process.

Video Topics: Transfer Selection Tool

0:22 - Launching the Tool
0:56 - Copy to Another Page
2:13 - Copy to Another User
3:04 - Add to an Existing Selection
3:57 - Remove from an Existing Selection
4:51 - Select Heads Instead
 

Using the Transfer Selection Tool

  1. Make a selection.
  2. Click Tools > Transfer Selection Tool.
  3. Choose the desired option (explained below):
    • As needed, indicate the Target Page, Target Selection, Selection Name, Select Heads Instead option and Create Missing Records option.
  4. Click Go.

Copy to Another Page

  • The Copy to Another Page option copies the contents of the existing selection to one of the main pages (Contacts, Households, Participants, Donors or Users).
  • The records transferred remain on the original page you made them on - this action simply copies the selection to the desired page and thus makes the selection available there as well.
  • You can copy records to the page you're already on (e.g., if you're on Contacts, you can choose Contacts as your Target Page).
  • Useful for:
    • "De-duping" a selection. Some pages allow multiple records per person (e.g. Group Participants), so copying your selection to a main page removes any duplicates because the main pages allow only one record per person.
    • Leveraging actions available on the main pages. For example, different reports and Contact Merge Fields are available on each main page.

Add to an Existing Selection

  • The Add to an Existing Selection option appends the current selection to a previously-saved selection on one of the main pages (Contacts, Households, Participants, Donors or Users).
  • The original selection remains on the original page you made it on - this action simply copies the selection to the desired page and adds it to the desired selection.
  • You can add to a selection on the page you're already on (e.g., if you're on Contacts, you can choose Contacts as your Target Page for appending a selection there).
  • Useful for:
    • Building a complex selection from multiple other selections, and ensuring the target selection doesn't have duplicates in it (the target selection only increases if there are records in the current selection that don't exist in the target selection).

Remove from an Existing Selection

  • The Remove from an Existing Selection option removes the records in the current selection from a previously-saved selection on one of the main pages (Contacts, Households, Participants, Donors or Users).
  • The original selection remains on the original page you made it on - this action simply copies the selection to the desired page and removes the records from your desired selection.
  • You can remove from a selection on the page you're already on (e.g., if you're on Contacts, you can choose Contacts as your Target Page for removing from a selection).
  • Useful for:
    • Excluding certain records from your selection. The target selection only decreases if the records are found in both the target and current selection.

Copy to Another User

  • The Copy to Another User option copies the selection to another Platform user.
  • The original selection remains on the original page you made it on - this action simply copies the selection to the desired page on the desired user's system.
  • Useful for:
    • Creating selections for other users (e.g., if you build a selection but lack the permissions to email or manipulate those records).

Select Heads Instead

  • The Select Heads Instead option selects any Heads of Household in the Households of the current selection when completing the action you chose (e.g., if your current selection is all children and you copy the selection to another page with the Select Heads Instead option indicated, the target selection does not contain the children and instead contains the children's parents).
  • You can optionally Include Non-Custodial Parents. Choosing this option will add to the selection the head of any Household set as an Other Household with a Household Type = Non-Custodial Parent for Contact(s) in your selection.
  • Useful for:
    • Selecting parents from a selection of children.
    • Selecting both Heads in a Household from a selection of one Head.
    • NOTE: If Companies are selected, the Transfer selection tool will drop the companies from the selection if you use this option as companies do not have heads of households listed.

Create Missing Records

  • The Create Missing Records option creates records if they do not already exist for the individuals in your selection.
  • The option is applicable for Participant, Donor and User records.
  • The option to create missing records is a differentiating aspect of the Transfer Selection Tool and the Xfer option. The Xfer option only moves records that exist, whereas the Transfer Selection Tool moves records that exist and provides the option to create non-existent records.
  • Useful for: Automatically creating records.
Tags: Video

Last Modified: 3/8/2019

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