1stBase Help

Being able to select customers that match specific criteria is fundamental in canvassing them for sales calls. This window allows you to set those criteria and the resulting list of customers can be used for both canvassing and printing.

If criteria have been previously set in this session then they are displayed for you.

1stBase also allows you to save criteria and recall them for later use.

Records selected match all the criteria you specify. Unused criteria are ignored by the selection process.

Enter the required filter date ranges. Note that selection includes the start/end dates entered.

1stBase considers empty dates to be invalid. Therefore they will not fall within a specified date range. If you wish to include empty dates in the date range then check the appropriate box.
Alternatively checking 'Empty' without specifying a date range will include only those records where the date is empty.

Excludes records that fall in the date range specified.

Enter the A-Z pages required, separated by commas, (i.e. in the form 1,2,3 etc..)

Enter the Post Codes required (separated by commas) either in the form B90 2DJ, B90 2FJ...etc.
For specific selection or in the form B90*,B91*... for wildcard selection.
TIP:To find post codes that begin with a single digit (e.g. B1 4AA, B1 2AA...) add a space between the B1 and the * (i.e. B1 *)

Click the Teams so that the ones you want to select are highlighted.

Click the Groups so that the ones you want to select are highlighted.

Click the Areas so that the ones you want to select are highlighted.

You can filter the records by whether they are flagged for deletion or not.

When selected no filter is applied.

When selected then records that have one of the entries highlighted in the related list are included in the selection.

When selected then records that have one of the entries highlighted in the related list are excluded from the selection.

Allows you to select the order in which the records will be sorted when displayed or printed.

Resets all the entries - no criteria are specified (i.e. all records are selected).

Allows you to load a previously save selection.
Tip: You can also delete existing criteria from the Load dialog.

Allows you to save the criteria and give it a name.

Allows you to save modified criteria, assuming that you have a previously saved selection criteria already loaded.

Accepts the criteria and closes the window.

Aborts selection. The criteria previously set are still in effect.