Menu Path: None
To use Save and Load Selection Criteria, click the Save Selection Criteria or Load Selection Criteria button in the ribbon in CRM Target Selection.
Save or load a group of selection criteria.
Use Save and Load Selection Criteria to save or load a group of selection criteria used to determine campaign targets.
To save a group of selection criteria:
Enter a name for the group of selection criteria in the Criteria Name field.
Click the Save button in the ribbon. The group of selection criteria are saved.
To load a group of selection criteria:
Enter the group of selection criteria in the Criteria Name field.
Click the OK button in the ribbon.
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Button |
Description |
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OK |
Click this button to load a group of selection criteria and close the Save and Load Selection Criteria window. This button is only available if you are loading selection criteria. |
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Cancel |
Click this button to close the Save and Load Selection Criteria window without saving/loading a group of selection criteria. |
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Save |
Click this button to save a group of selection criteria. This button is only available if you are saving selection criteria. |
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Delete |
Click this button to delete the selected group of selection criteria. This button is only available if you are loading selection criteria. |
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First |
Click this button to display the first group of selection criteria. |
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Prev |
Click this button to display the previous group of selection criteria. |
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Next |
Click this button to display the next group of selection criteria. |
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Last |
Click this button to display the last group of selection criteria. |
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Field or Button |
Description |
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Enter the name of a group of selection criteria, or click the Lookup button to select an existing name. |
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This grid displays the selection criteria you are saving or loading. |