Trim Selection Tool

Learn more about the Trim Selection tool, including instructions to trim a selection using the tool.

With this tool, you can remove records from a selection and to make a new selection of the removed records, if necessary.

The tool is available on the Contacts, Participants or Members, and Contributions > Donors pages.
You must launch the tool from a selection of records, and you can't launch the tool from an open record.
After you select trimming criteria, you can:
- Remove from the selection.
- Create a selection with record(s).
- Create a selection with ONLY this record.
- Not remove the records and close the tool.
Trimming criteria is dynamic. For example, you can't trim out people who opted out of receiving bulk emails if no one in your selection opted out of receiving bulk emails.
You can trim the following:
- 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
- Household bulk mail opt out
- Congregation
- Participant type
- Ministry
- Group type
- Group
- Group role type
- Group role
- Current publication
- Previous publication

Note: Large selections can take longer to load in the tool.

An example of the Trim Selection tool.

Note: To use this tool, you must have access through your security role. SPoCs can grant user access to this tool.

Trim a Selection

Make a selection.

Note: If your selection isn't already on the Contacts, Participants or Members, or Contributions > Donors pages, transfer your selection to one of those pages.
Click Tools, then click Trim Selection.
In the Parameter/Metric column on the left, find the criteria to remove.
To remove those with an inactive contact status, select Inactive from the Contact Status drop-down list.
Click Remove.
On the Select Remove Action dialog box, select an action.
- Remove from Selection: Remove the identified records from the current selection.
- Create Selection without this Record(s): Create a new selection without the identified records. The original selection remains the same.
- Create Selection with ONLY this Record(s): Create a new selection that includes ONLY the identified record. The original remains the same.
- Close: Closes the Select Remove Action dialog box without removing records.
After removing records from the selection, close the tool.