Create a Filter

Use the Account Filters pane to create a filter. You can create a query for the filter or associate an existing query to the filter.

To create a filter

1. Do one of the following:

• 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.

• If the Account Filters pane is open, in the menu bar, click Add Account Filter. AIM clears the data from the pane to allow you to create a filter.

2. In the Name box, type a name for the filter.

3. In the Select Columns pane, add, modify, or delete columns as necessary. For more information, see Query Columns.

4. In the Conditions pane, add, modify, or delete conditions as necessary. For more information, see Query Conditions.

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

6. To view the accounts that match the specified criteria, in the toolbar, click Run. The query results appear on the Results tab. For more information about working with query results, see Query Results.

7. 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.

8. To save the filter, in the menu bar, click Save Account Filter. AIM adds the account filter to the Account Filters category in the Navigation pane.

Related Topics

Queries

Account Filters