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Tools

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 two stacked arrows, one pointing right and one pointing left 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.

Example of copying a selection to another page

Note: SPoCs can grant user access to this tool.

Transfer a Selection from One Page to Another

  1. Make a selection on a page.
  2. From the Tools menu, select Transfer Selection.
  3. Click an option at the top based on what you want to do:
    • Copy Selection: Copies the records of the current selection to one of the main pages (Contacts, Households, Participants, Donors, or Users) or to a different user.
    • Append to Selection: Adds the records of the current selection to a previously saved selection on one of the main pages.
    • Remove from Selection: Removes the records of the current selection from a previously saved selection on one of the main pages.
  4. If needed, select the Target Page and/or Target Selection.
  5. If you're copying a selection, enter a Selection Name for the new selection.
  6. If you're copying a selection to another user, select the Target User.
  7. To include inactive contacts in the selection, enable that option. This adds to the selection any individual from the current selection whose Contact record is set to inactive. This is useful, for example, if you need to email individuals but want to keep their records inactive.
  8. To select or remove heads instead, enable that option. This will add to the selection any heads of household in the Households of the current selection.
    If your current selection is all children and you copy the selection to another page with the Select Heads Instead option, the target selection does not contain the children and instead contains the children's parents.
  9. If you're selecting or removing heads, select whether to include non-custodial parents in the selection. This adds to the selection any heads of household set as the Other Household with a Household Type of Non-Custodial Parent for the contacts in your current selection.
  10. If you're transferring to any page other than Contacts, an option displays to create missing records if they don't already exist for the individuals in your selection. It's enabled by default, but you can toggle off the option if you don't want to create the missing records.
  11. Click Transfer.

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.

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Last updated: November 26, 2024