Selection

With selections, you can use default filters in Profit.

Description

A selection contains a default filter of your own choosing that can be used in various locations in Profit. The selections can be based on:

  • Contact
  • User
  • Employee
  • Employee salary
  • Sales contact

These selections (filters) can be used in the following components:

  • Campaign selection
  • Conduct survey (always use a selection on contacts for this)
  • Export HR/Payroll
  • Serial invoicing (sales contact)
  • Authorisation based on the organisation chart in Profit HR
  • Export data (employee and employee salary)

Procedure

  • Add selection

    Add a selection for general use.