Account Filters

Use the Account Filters pane to create filters and associate queries to the filters. The queries allow you to define criteria for selecting accounts. You associate account filters and distribution templates to a business rule to distribute specific accounts to one or more agencies or attorneys. For more information, see Business Rules.

To open the Account Filters pane

In the AIM window, in the submenu bar, click Add and then click Account Filter. The Account Filters pane appears with the Select Accounts tab selected.

1. Menu bar: Displays options for maintaining account filters.

2. Toolbar: Displays available commands for account filters.

3. Navigation pane: Displays the navigation for account filters. To display information, click a category (for example, Accounts), expand one or more nodes, and then click an item.

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 criteria for including data in the query results.

Related Topics

Create a Filter

Modify a Filter

Delete a Filter

Queries