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Where There’s a Will, There’s a Way

Choosing Between Friends: Removing People From a List

It’s getting closer to my birthday.  I need to make an invitation list and email all the people on that list nice and early so they have enough time to get me a nice present.  I usually don’t want to tell people about my birthday too late or else I’ll just get stuck with DVDs and T-shirts.

So I’m going through my Maximizer Address Book at home and I ask, what’s the easiest way for me to create a list of friends?  That’s easy... do a search for all my friends!  When I first started my address book, I added a category item called friends and flagged all my friends with it.  So I do an All Fields search where category equals friends and I get a list of all my friends.

Upon careful inspection of the list, I noticed I’ve neglected updating my Address Book over the years.  So I have friends on there that I have lost touch with, people I would consider more of an acquaintance than a friend and people I don’t want to see at all (i.e. ex-girlfriends).

So how do I get rid of just a select few people off my list?  Well, one way is to update my list and redo the search.  But other than the ex-girlfriends, I still consider some of these people friends and I don’t want to create a whole new classification for these friends.  But, as a good business practice, you should definitely go through your Address Book list from time to time and update your user-defined fields!

Here’s how it’s done!

   1. selected the people I no longer wanted on my list.
   2. Go to edit > invert selection.  This unselects the people I selected in the first step and also selects everybody else.
   3. Go to edit > make selected list current. This removes anybody who is not selected (the ex-girl friends especially)!

I guess what I could have done from here is to create a Favourite List with all my good friends, but that’s another discussion for another day.

Only published comments... Jan 30 2009, 11:47 AM by Will Leung

About Will Leung

Will is a technical communications specialist at Maximizer Software. 'Where There's a Will, There's A Way' gives Maximizer CRM users helpful insider tips for getting the biggest benefits from Maximizer's CRM and mobile CRM solutions. Read more about Maximizer CRM at www.maximizer.com.