- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
Latitude Console Help
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
-
In the Main Menu window, from the Tools menu, click Desk Mover. The Desk Mover window appears.
-
In the toolbar, click Open. The Open Query Dialog box appears.
-
In the Name column, click the query and then click Open. The query appears in the Desk Mover window.
-
Modify the query as necessary.
-
To save the query, do the following:
-
In the toolbar, click Save. The Save Query Dialog box appears.
-
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.
-
To run the query to distribute accounts to other desks, do the steps to Distribute Accounts to Desks.
Related Topics