Segment window and
then click Functions, Segment, Add Contacts.With the Add Contacts batch job, you can specify which of your
contacts you want to add to your segment. To run the batch job,
open the Segment window and
then click Functions, Segment, Add Contacts.
If you want to include more information, you can select additional fields to be included in the batch job. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the batch job will include all your records.
Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.
To filter the information in the batch job, in the Filter field, fill in the relevant information as follows:
No. field: Enter the numbers of the contacts you want to include in the segment.
Search Name field: Enter the search names of the contacts you want to include in the segment.
Type field: Select a contact type (company or person) if you only want to add these types of contacts to the segment.
Salesperson Code field: Enter a salesperson code if you only want to include the contacts assigned to that particular salesperson in the segment.
Post Code field: Enter a post code if you only want to include the contacts from that particular geographical area in the segment.
Country Code field: Enter a country code if you only want to include the contacts that have been assigned that particular country code in the segment.
Territory Code field: Enter a territory code if you only want to include the contacts from that particular territory in the segment.
Click the up-arrow in the lower left-hand corner of the window to see the table with the filters you have set for the batch job.
Profile Questionnaire Code field: Enter a questionnaire code if you only want to include the contacts that have been assigned that particular profile questionnaire in the segment.
Line No. field: Enter a line number if you only want to include the contacts that have been assigned that particular line in the segment.
Mailing Group Code field: Enter a mailing group code if you only want to include the contacts that have been assigned that particular mailing group in the segment.
Date field: Enter a date or date filter if you want to limit the batch job to a specific period.
Segment No. field: Enter a segment number if you only want to include in the segment the contacts involved in the interaction log entries linked to that particular segment.
Campaign No. field: Enter a campaign number if you only want to include the contacts involved in the interaction log entries linked to that particular campaign in the segment.
Evaluation field: Select an evaluation (Very Positive, Positive, Neutral, Negative, Very Negative) if you only want to include the contacts involved in the interaction log entries evaluated this way in the segment.
Interaction Template Code field: Enter an interaction template code if you only want to include the contacts involved in the interactions created using that particular interaction template in the segment.
Salesperson Code field: Enter a salesperson code if you only want to include the contacts involved in the interaction log entries linked to that particular salesperson in the segment.
Click the up-arrow in the lower left-hand corner of the window to see the table with the filters you have set for the batch job.
Job Responsibility Code field: Enter a job responsibility code if you only want to include the contact persons that have been assigned that particular job responsibility in the segment.
Industry Group Code field: Enter an industry group code if you only want to include the contacts companies that have been assigned that particular industry group in the segment.
Business Relation Code field: Enter a business relation code if you only want to include the contact companies that have been assigned that particular business relation in the segment.
Item No. field: Enter an item number if you only want to include the contacts linked to that particular item in the segment.
Variant Code field: Enter a variant code if you only want to include the contacts linked to value entries with that particular variant code in the segment.
Posting Date field: Enter a posting date if you only want to include the contacts linked to value entries posted on that particular date in the segment.
Inventory Posting Group field: Enter a posting group if you only want to include the contacts linked to value entries with that particular inventory posting group in the segment.
Click the up-arrow in the lower left-hand corner of the window to see the table with the filters you have set for the batch job.
Allow Existing Contacts field: Insert a check mark in this field if you want to include the existing contacts in the segment.
Expand Companies field: Select this check box if you want the program to automatically include in the segment all contact people working for the company you want to add to the segment. If you want to add to the segment a contact person, a check mark in this field indicates that the program will include in the segment all contact people working for the company of this contact person.
Allow Co Repd. by Cont Person field: Insert a check mark in this field if you also want to include the companies represented by contact persons in the segment.
Ignore Exclusion field: Insert a check mark in this field, if you want the segment to include contacts for which the Exclude from Segment field has been selected on the contact card.