Queries are saved searches or more complex filters and searches combined. Should you need a more complex Query please get in touch with the Customer Success Support Team.

Click the Filter icon to display the Account List filter options.

You can select a pre-saved Query from the drop-down list and hit Apply.

to run that Query or you can also click the Edit button

to the right of the Query drop-down to edit the selected query.

Each User can have a default Query applied to their User Profile so that when they log in they will automatically be working with the Data collected by that Query.

To create a new Query

Click the ‘Edit’ button when ‘- no query -’ is selected to create a new one.

Replace the current Name of 'Untitled Query' with the name you want to give your new Query.

Select the Field you want to Filter/Search by in the Query.

In the From field, you can add in what you would like the field to equal, you can also use the Values button to see existing values.

You can either select one value you need or hold Ctrl and click the multiple values, then use the select to close the popup and add the values to the From field.

For Example: If you wanted to find Accounts where a certain field is equal to two values you would enter something similar to the following -

Click on the link 'Count' to sort by the number of records under each value (This will sort the results in descending order).

Click on the link 'Value' to sort by the value alphabetically.

If you select more than one value the Multiple values checkbox will be ticked automatically.

To set up a range type the required values in the From and To fields then click Add. For example: If you wanted to find Accounts where a certain field is between two values you would enter something similar to the following -

A wild card can be entered as * or %.

For example: To select all postcodes beginning with BA just select Postcode from the Field drop-down, enter BA* in the From field and then click the Add button.

To setup a single value selection (for example: equal, not equal, like, not like), enter the value in the From field and click Add. By default, your selection will be added as an ‘In’ but this can be changed.
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For example:

T.COUNTRY IN (‘United Kingdom’)

Can be changed to

T.COUNTRY = ‘United Kingdom’

By default when adding multiple selections the system will use AND.

For example:

T.COMPANY LIKE 'A%'

AND

T.POSTCODE LIKE 'BS%'

This will give all Accounts where the Company Name begins with the letter "A" and the Postcode begins with "BS".

Warning! Be very careful when using OR

If you wanted all accounts where the Company Name begins with the letter "A" and the postcode begins with "BS" or "BA" then the SQL query should look like this:

T.COMPANY LIKE 'A%'

AND

(T.POSTCODE LIKE 'BS%'

OR

T.POSTCODE LIKE 'BA%')

Note the brackets around the "OR" clause, these are essential. If you wanted more Postcodes, it would look like this:

T.COMPANY LIKE 'A%'

AND

(T.POSTCODE LIKE 'BS%'

OR

T.POSTCODE LIKE 'BA%'

OR

T.POSTCODE LIKE 'BH%')

Saving the Query Filter

You can make the Query Project specific by selecting the relevant Project from the dropdown.
If you want to make the Query personal so that only your User Profile can use it then tick the 'Personal query' box.

To enable the Query in all Areas select the 'Save for all areas' check box.

To apply the query once you have saved it tick the 'Apply query after saving' box.

Click the Save button to save the query.

To delete a Query, first edit the Query then tick the box for Delete above the Save button and click Save.