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Queries

Query functionality is available in several areas of AIM to allow you to retrieve accounts that meet specific criteria. You can run a query to view, sort, group, and summarize the query results before implementing the query. A query window is available when creating or modifying account filters, placing or recalling accounts manually, specifying agency constraints, and updating forwarded fees.

Note: You can open a query that a user created using the Account Analysis tool in Latitude and run it in AIM.

The following is an example of a query window. Some sections are not available in certain query windows. For example, the Order section is only available when creating a query to place or recall accounts manually.

Query window example

  1. Tabs: Displays the tabs for creating and modifying queries, and viewing the results.

  2. Query Toolbar: Displays the functions that are available for the query.

  3. Data Selection pane: Displays the data available to include in the query.

  4. Options: Displays options to apply to the query.

  5. Select Columns pane: Displays the data columns to include in the query results.

  6. Conditions pane: Displays the conditions for retrieving accounts.

  7. Order pane: Displays the sort order for the query results.

  8. Window Toolbar: Runs the query or closes the window without saving changes.

Related Topics

Query Columns

Query Conditions

Specify the Query Sort Order

Query Results

Account Filters

Account Placements and Recalls

Specify Agency or Attorney Constraints

Forwarded Fees