OutreachSystems

You can identify all the contacts from a particular county that attended a conference by creating a contact subset. But before we step you through this process, please note for future reference that you are not limited to just “county” as criterion. For example, you could just as easily find all service-disabled veterans that attended a conference. Or all service-disabled veterans of hispanic origin that attended a conference. In essence, you can establish almost any combination of contact attributes to look for in training attendees.

Now that you know your options, let’s go back to the task at hand: listing out all contacts from a particular county that attended a training event. To accomplish this:

1. Select View|Contacts and, from the contact record summary screen, click the Contact Subset button.
   
2. In the subset criteria screen, place a check mark next to the County field (not to be confused with the Company County field) and either the Any Conference Attendance (by Date) field or Any Conference Attendance (by Title). The second criteria depends upon whether you want to isolate attendees for a particular event only, or for all events that took place within a particular timeframe.
3. Click the Specify Criteria button to enter values for the fields specified in the previous step, as shown in the next graphic.



4. If you’d like to search contact records belonging to centers other than, or in addition to, the current active center, expand the Center(s) selection field and select/deselect the centers you would like included in the subset.
5. Place a check mark next to the county or counties that you want to limit contact addresses to.
6. In the second provided field, either enter a beginning and end date that encompasses the start date of the conference or conferences you are identifying contacts for (if you chose to search for conference attendance by date in step 3) or enter the title of the event (if you chose to search for a particular event in step 3).

Note: While WebCATS will only return contacts that belong to the center(s) selected in step 4, those contacts could have attended any training event, regardless of what center the training event is associated with.

Note: In order for a contact to be considered as having attended a conference, the contact must be marked as Attended? in the conference record’s associated attendee list.

7. Click the Finish button to generate a list of all contact records (for the centers selected in step 4) that attended a training event in the specified date range and reside in the specified county or counties.

Subsets are incredibly powerful, letting you group most record types by a limitless number of criteria that they have in common. For more information on subsets, view our other popular resources on this topic:

• FAQ: How do I create a subset?
• FAQ: Can I save my subset for future use or to share it with other WebCATS users?
• FAQ: How can I use the various field types and options to best build my subset criteria?
• FAQ: What exactly are the specially calculated fields that are available for some subsets?
• Flash Tutorial: Creating Subsets

Want more? Browse our extensive list of WebCATS FAQs.