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The Trim Selection Tool allows you to quickly remove records from a selection (and to make a new selection of the removed records, if desired).
The tool is available on the Contacts, Participants, and Donors pages.
The tool must be launched from a selection of records and cannot be launched from an open record.
After selecting trimming criteria, Users can opt to: 1) Remove from Selection; 2) Create Selection with this Record(s); 3) Create Selection with ONLY this Record(s); or 4) Close if they decide not to remove the records.
Trimming criteria is dynamic. For example, you will not have the ability to trim out people who have opted out of receiving bulk emails if no one in your selection has opted out of receiving bulk emails. Currently, the following criteria are available for trimming:
Contact Status
Marital Status
Gender
Bulk Email Opt Out
Do Not Text
Missing Email Address
Missing Mobile Phone
Age Range
Household Position
Missing Home Phone
Missing Household Address
HH Bulk Mail Opt Out
Congregation
Participant Type
Ministry
Group Type
Group
Group Role Type
Group Role
Current Publication
Previous Publication
Note: Large selections may take longer to load in the tool.
Initial Configuration
SPoCs can grant user access to the tool via the normal process.
Trimming a Selection
Make a selection. If your selection isn't already on the Contacts, Participants, or Donors pages, transfer your selection to one of those pages.
Tools > Trim Selection Tool
Find the criteria you want to remove
Select Remove
Select the desired Remove Action
Remove from Selection: removes the identified records from the current selection
Create Selection without this Record(s): Creates a new selection without the identified records. The original selection will remain intact.
Create Selection with ONLY this Record(s): Creates a new selection that includes ONLY the identified records. The original record will remain intact.
Close: Closes the Remove Action pop-up window without removing records
After all the desired records have been removed from the Selection, select Close.
When autocomplete results are available use up and down arrows to review and enter to select.