Selection
With selections, you can use default filters in Profit.
Description
A selection contains a default filter of your own choosing that can be used in various locations in Profit. The selections can be based on:
- Contact
- User
- Employee
- Employee salary
- Sales contact
These selections (filters) can be used in the following components:
- Campaign selection
- Conduct survey (always use a selection on contacts for this)
- Export HR/Payroll
- Serial invoicing (sales contact)
- Authorisation based on the organisation chart in Profit HR
- Export data (employee and employee salary)
Procedure
- Add selection
Add a selection for general use.