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Modify a Desk Mover Query

Use the Desk Mover window to modify a query for moving accounts to other desks. 

To modify a desk mover query

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

Desk Mover window

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

Open Query Dialog box

  1. In the Name column, click the query and then click Open. The query appears in the Desk Mover window.

  2. Modify the query as necessary.

  3. To save the query, do the following:

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

Save Query Dialog box

    1. 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.

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

Related Topics

Desk Mover