Trim Selection 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, and 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 choose to:
- Remove from selection.
- Create selection with record(s).
- Create 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 have opted out of receiving bulk emails if no one in your selection has opted out of receiving bulk emails.
The following can be trimmed:
- 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
- HH 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: 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 Donors pages, transfer your selection to one of those pages.
From the Tools menu, select Trim Selection Tool.
Find the criteria to remove.
Click Remove.
Click Remove 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 Remove Action dialog box without removing records.
After records are removed from the selection, close the tool.