Manage selections

View a selection

Once a selection has been created and run, the number of selected items appears in a notification screen. Click OK and the results are displayed in the bottom right panel of the Selections screen.

To see additional information about a line, double-click to open the detail window.  

 Note: This option is only possible for Customers, Titles and Items details. To view additional details for other selection types, see Export a set.

Save as selection

Selection criteria can be saved for future use.

Click Selection in the upper left corner of the top right panel and select Save as selection.

The name of the selection appears on the corresponding tab in the bottom left corner of the screen.

To open a saved selection, click the name of the selection in the upper left pane of the Selections screen. The selection details appear in the upper right pane.

Share selections

Each Wise user can share selections created within their own account with other users at the branch and/or system level. Proper authorization is required in order to share selections. Each user of the branch/institution can view and use a shared selection. A shared selection can only be edited or deleted by the creator.

To share a selection:

1. Right-click on the selection and select Change settings. A Selection settings window opens. 

    Note: If the Share selection option is not active, the selection was created by another user.

2. Choose whether to share at the Branch, Institution, or System level, or to share with Nobody.
3. Optional. You can also apply an earmark to the selection by selecting an earmark from the drop-down list.
4. Click OK to save the share setting.