Create a CBR Special Comment Query

Use the Latitude CBR Comment window to create a query to update the special comment on CBR accounts that meet specific criteria.

To create a CBR comment query

1. Do one of the following:

• In the Windows application list, click CBR Special Comment Tool.

• In the bin folder, double-click CbrComment.exe.

The Latitude Login dialog box appears.

2. Specify your Latitude credentials and then click Okay. The Latitude CBR Comment window appears.

3. To limit the query results to a specific number of records, select Maximum Records and then, in the box, type the maximum number of records to include in the results.

4. In the Conditions pane, do the following as necessary:

• Create one or more conditions for the query.

• Modify one or more conditions.

• Modify the order of the conditions.

• Group conditions for evaluation.

5. In the Order pane, do the steps to Specify the Sort Order for Query Results.

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

7. To preview the query results, in the toolbar, click Run. The results appear on the Preview Accounts tab.

8. 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.

9. To run the query to update the special comment on the selected accounts, do the steps to Update the CBR Special Comment.

Related Topics

CBR Special Comment Tool