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CBR Special Comment Tool

Use the CBR Special Comment tool to create queries to update the special comment on CBR accounts that meet specified selection criteria.

Latitude CBR Comment tool

  1. Toolbar: Provides options for clearing, opening, saving, and running selection criteria, and counting the query results.

Option

Description

Clear icon

Clears all query settings.

Open icon

Clears all query settings and opens a saved query.

Save icon

Saves the query settings.

Count icon

Sums the number of records that match the selection criteria.

Run icon

Runs the query and displays the results on the Preview Accounts tab.

  1. Data Selection pane: Provides a list of data that you can select to create a query.

  2. Conditions pane: Allows you to set the conditions for retrieving data.

  3. Order pane: Allows you to set the order for displaying or running data.

  4. Select Comment section: Allows you to select the special comment to which to update accounts.

Related Topics

Create a CBR Special Comment Query

Modify a CBR Special Comment Query

Update the CBR Special Comment

Queries

Query Tools