Create a selection with many companies ..
Hello everyone, I need to create a selection with 200+ companies, but I'm not sure how to do it the easiest way. I already have the companies in SO, and I've tried to create a criteria using "company:name = equal to" and then comma-separate the companies I want in the selection, but without success. Is there another way to create the selection without having to add all 200+ manually?
It's not possible to create a selection with "sales=" because it's a "unique" list that sales has created...
All Replies (3)
Hi, Katarine.
Glad you are reaching out to us. We have 3 different types of selections:
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Dynamic selection - A selection that shows you the current data that fulfills the criteria.
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Static selection - A static list that you can either save as a one-time search based on criteria, or add and remove items from the list manually.
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Combined selection - A tool that allows you to combine two selections, either to see the combination of both, subtract one selection from the other, or only show data that is common in both.
In the criteria menu, you can use %% to find "all entries." For example, if I want to see all the companies I have in the system, then I would search like this:"
Do you have an external list or an Excel file of companies that you need to import as a list in SuperOffice?
I don't fully understand the last line you wrote, "It's not possible to create a selection with "sales=" because it's a "unique" list that sales has created..." Could you please expand on that?"
Kind regards
Samuel
Hi Samuel,
All the companies are already in SuperOffice, so i wont need to import them. However the names/list of the companies i need in one static selection, i have as an excel file.
So what i am asking for is an easy way of making an static selection of the companies i have in an excel file, that does not include me adding them manually. Does that makes sense?
Sincerly Katrine
Hi, Katrine!
We don't have a function for creating a selection based on an Excel file like this. One way to handle this is to create an interest, for example, 'import sep, 2023,' and add this interest in an import file.
Then, update this interest on all the companies with the help of the import.
Afterwards, search for all the companies that have this interest. It's a bit of a cumbersome step, but it's the best method I can think of.
Just make sure that you only have the company name and the new interest in the import file so that no other information is overwritten and no new company is created.