The query is one of the main tools required for the day-to-day work in the CRM. Each user can create several dedicated search forms for finding optimal results and control the columns and values displayed. In this article, we will go over the steps to be taken in order to generate and save queries.


 -        Above each table in the system appears a search form.  Clicking on the arrow on the left side of the form will open the query menu. Click on the "Create a new query" option. After clicking, a window will open with several tabs needed to define the query.


-       In the first tab "Settings" - please enter the name of your query and check the box if you want it to be the default query.

 -        In the next tab called "Table columns" you can select the fields you want to be displayed in the table.

 -        In the next tab you can define the fields for the search form.


-        In the calculated fields tab you can add a new column to calculate a mathematical formula between two existing columns.

-        Share queries - each user can define his own queries. A system administrator can define several queries and share them with other users.

About Simbla

We believe that end users know exactly what they need to perform more efficiently and effectively. Simbla allows them to produce game-changing cloud CRM without writing a single line of code.

Simbla is an AI-generated cloud CRM and a no-code development platform that helps non-coders build quick, flexible, efficient solutions quickly and easily.

Our team has years of experience developing sophisticated cloud-based systems. Drawing on that experience, we built a platform that allowed non-coders to create a tailored CRM that exactly fits the business needs without long deployment and without the help of professionals.

It is a no-code platform with an AI layer, capable of reducing the cost of deploying and maintaining a tailored cloud CRM by as much as 90%.