HelpConsole 2008 SP1 - DurkinOpportunity

The Query builder allows you to design a single or a multi-column (advanced) query. A query is a method of filtering the list. Once you have designed a query, the list will be filtered on those conditions.

To create a new query:
1) Select the desired field to query
2) Select the comparison e.g. "Equal"
3) Enter a value e.g. "Won" then click "ENTER" on your keyboard
4) This will show all opportunities with a status of won.

The query builder contains some more advanced query options:

1. Select Fields - Use this drop-down to select the ACT! field to filter on Status.

2. Comparison Selector - Use this drop-down to select the comparison operator e.g. "Contains", "Starts With", or "Equal"

3. Enter Filter Text - Use this drop-down to enter the filter text e.g. "Won"

4. Show Fields - This option uses values in a second field to be compared to the first.
Rather than using the value from 3. Enter Filter Text, this 0ption will use the value from a second field. "Does FieldA contain value from FieldB?"

6. Add Criteria - Use this option to add additional criteria line(s). "Show me all opportunites where the status contains 'Won' and the Gross Margin is greater than '20'.

7. Remove Criteria - Use this option to remove additional criteria.

1. Click on the QUERIES button on the toolbar.

2. Click on the CLICK HERE TO ADD FILTER CRITERIA button
3. Select Status from the fields drop-down.
4. Select Equal from the comparison drop-down.
5. Enter the value of 'Won' in the text box then click RETURN

If you would like to add additional conditions:
6. Click on the ADD CRITERIA button
7. Select Gross margin from the fields drop-down.
8. Select Greater Than from the comparison drop-down.
9. Enter the value of '20' in the text box then click RETURN

This query will return all rows where status contains won and the gross margin is greater than 20.