CRM Phase 3 - Flipbook - Page 53
STEP
PROCESS
STEP 1
From the CRM menu select Reports and enquiries.
STEP 2
Select Enquiries menu.
STEP 3
Select the required file for reporting.
Note. Ad-hoc enquiries will allow for single file reporting, whereas the listed enquiries
allow for multiple file reporting.
STEP 4
In order to build the enquiry first a heading of the fields you wish to display must be
added.
To select the required headings for the query, click on the Fields button, a list of the
available fields in the selected file will appear.
Example: Click on the fields MAGIC, BRANCH, SALUTE and SOURCE etc in the
order you they are need to appear. The Ad-hoc will also show the verb DISPLAY on
the top line.
Structuring an Ad-hoc
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