OutreachSystems

You can identify all clients that don't have a company e-mail address by creating a client subset, as outlined next:

1. Select View|Clients/Pre-clients and from the client record summary screen, click the Client Subset button.
2. In the subset criteria screen, select the Company E-mail Address field and click the Specify Criteria button.



3. If you'd like to search client records for 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.
4. Leave the Company E-mail Address field blank. This instructs WebCATS to return all client records with empty e-mail address fields.



5. If you'd like to save this subset, select the Save Subset for future use? option and enter a descriptive name for it in the adjacent Name field. For more information on managing saved subsets, view the FAQ titled Can I save my subset for future use or to share it with other WebCATS users?.
6. Click the Finish button to generate a list of all client records (for the centers selected in step 3) without company e-mail addresses.

The capabilities of subsets are endless and are available for most record types. For example, you could create a subset of contact records to identify all contacts without an e-mail address.

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.