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how to save collections of records?

Question asked by DonorTracker on May 10, 2009
Latest reply on May 11, 2009 by DonorTracker

Title

how to save collections of records?

Post

If I do a mailing, I may start with a set of criteria that could be a saved search, but usually I then want to omit some additional records manually, using Omit Record.

 

What is the best strategy for saving this collection of records? Thanks!

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