Queries

Use the Select Accounts window to create a query to retrieve accounts that meet specific criteria. You can run a query to view, sort, group, and summarize the query results before implementing the query. Once you create a query, you associate it to a vendor package. For more information, see Package Configuration.

Note: You can open a query that a user created using the Account Analysis tool in Latitude and use it in Job Manager.

To open the Select Accounts window

In the Job Manager window, in the menu bar, click Tools and then click Query Designer. The Select Accounts window appears.

1. Top Toolbar: Displays the functions that are available for the query. Use the Save option in the toolbar to save the query so you can associate it to a package.

2. Data Selection pane: Displays the data available to include in the query.

3. Options: Displays options to apply to the query.

4. Select Columns pane: Allows you to specify the data columns to include in the query results.

5. Conditions pane: Allows you to specify the conditions for retrieving accounts.

6. Order pane: Allows you to specify the sort order for the query results.

7. Bottom Toolbar and Tabs: Allows you to export the query results, save the query, or close the window without saving the query.