CRM Phase 3 - Flipbook - Page 55
STEP
PROCESS
STEP 9
Additional query commands can be added/linked using connectives such as AND/OR.
For example, additional selection criteria can be added so that only customer records
with a Branch code of TEL and a Source of business code of REF will be retrieved.
To add this second command, click on the And button. At this point by clicking on
Field, a list will show all the fields in the selected file. Highlight the BRANCH field and
click on OK. By clicking on Operator, a list will show all the available relations for
comparing the information you are looking for. For example, click on =Equals. Add
the comparison information required to complete this line of the query, enter TEL
(Telford)
Click the Check query button to ensure the query is correct and no errors have been
made. The Execute query box will show what information will be produced. If all is
correct the Proceed button will be made available and clicking on this will run the Adhoc.
The query would look something like this:
STEP 10
Continue to add additional selection as required, check the query at each stage.
Once complete, refer to process 02.009.02 L1 Saving an Ad hoc for information on
saving the ad hoc enquiry.
Structuring an Ad-hoc
02.009.01.L1 9304E
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