A set is a grouping of records. Each time you execute a query a set of records displayed. Once you have the list or “set” you may save it. To save a set, press the SAVE SET button. A file dialog box will be displayed allowing you to choose the location and to name the file. After you’ve entered this information press SAVE.
Now this set can be used for multiple tasks. For example, let’s say you are creating a merge letter to people that have donated to a certain fund. You need to give the pastor a list of those people, you need to create the merge letter and you need to create labels for that group of people. Those are 3 different tasks, but all with the same “set” of people.
You could do the query once, save the set, then re-use the set for each of the tasks. PLEASE NOTE: the set is only a snapshot of who has given to a fund at that particular time. The set does not change as more people give to that fund.
To call up the “set”, you may use the GET SET button any time you are at a query editor window with the same Find Records In table name. You may also click on the GET SET icon from the Summary screen. If your set was for people records then the Find Records In must also be for people. If the set you saved was Donation records, the Find Records In must be for Donations.
