Queries

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.