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