Transfer Selection Tool
With the Transfer Selection Tool, you can move and/or modify a selection.
- The tool is available on many pages in Platform but not subpages. If it isn't available on the page or subpage you're on, you can click the Transfer Selection icon to transfer your selection to a page where the tool is available.
- If configured, the tool can transfer to and from filtered pages.
- You can:
- Copy your selection to another page – Useful to "de-dupe" a selection (since main pages only allow one record per person); leverage actions, reports, and tools that are only available on main pages; and to get a list of parents from a selection of children.
- Transfer your selection to another user – Useful to quickly share a group of selected records with a coworker.
- Append to an existing selection – Useful to build a complex selection from multiple other selections without including duplicates; and to create a combined list of children and their parents.
- Remove from an existing selection – Useful to exclude certain records from your selection; to find a group of people who has not done something, like small group leaders who haven't registered for required training; and to exclude people who have already registered for an event from a registration reminder email.
- In addition, you can include inactive contacts, select heads of household, include non-custodial parents, and create records that may be missing from your target page.
- Your original selection (that is, all the records you selected) remains unaltered on the page you started from. The tool copies the selection (and, if needed, appends or removes the records) so you can use the selection on another page.
- When you transfer a selection from the Households page, all household members will be selected on the target page.
Transfer a Selection from One Page to Another
Your original selection remains unaltered on the page you started from. The selection is copied to the target page and, if applicable, appended to or removed from the existing selection.