Modify a CBR Special Comment Query

Use the Latitude CBR Comment window to modify a query for updating the special comment on CBR accounts that meet specific criteria.

To modify a CBR comment query

1. Do one of the following:

• In the Windows application list, click CBR Special Comment Tool.

• In the bin folder, double-click CbrComment.exe.

The Latitude Login dialog box appears.

2. Specify your Latitude credentials and then click Okay. The Latitude CBR Comment window appears.

3. In the toolbar, click Open. A confirmation dialog box appears.

4. Click Yes. The Open Query Dialog box appears.

5. In the Name column, click the query and then click Open. The query appears in the Latitude CBR Comment window.

6. Modify the query as necessary.

7. To preview the query results, in the toolbar, click Run. The results appear on the Preview Accounts tab.

8. 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.

9. To run the query to update the special comment on the selected accounts, do the steps to Update the CBR Special Comment.

Related Topics

CBR Special Comment Tool