Create a Desk Mover Query

Use the Desk Mover window to create a query for distributing accounts that meet specified criteria to other desks.

To create a desk mover query

1. In the Main Menu window, from the Tools menu, click Desk Mover. The Desk Mover window appears.

Note:  The system selects the Exclude Duplicate Records check box to prevent including the same account twice in the query.

2. To limit the query results to a specific number of records, select Maximum Records and then, in the box, type the maximum number of records to include in the results.

3. In the Conditions pane, do the following as necessary:

• Create one or more conditions for the query.

• Modify one or more conditions.

• Modify the order of the conditions.

• Group conditions for evaluation.

4. In the Order pane, do the steps to Specify the Sort Order for Query Results.

5. To count the number of records that match the selection criteria, in the toolbar, click Count. The results appear in the Query Designer dialog box. Click OK.

6. To save the query, do the following:

1. In the toolbar, click Save. The Save Query Dialog box appears.

2. In the Query Name box, type a name for the query and then click Save.

Tip: To overwrite an existing query, in the Name column, click the query to overwrite and then click Save.

7. To run the query to distribute accounts to other desks, do the steps to Distribute Accounts to Desks.

Related Topics

Desk Mover