CRM Phase 3 - Flipbook - Page 57
Saving an Ad-hoc
Enquiry
11. Introduction
Once an Ad-hoc enquiry has been compiled it can be saved for future use, there are two ways of saving an Adhoc, either as a Global or User saved query.
User queries are saved under the users own login with access being restricted to that person. Global queries are
saved when all users that have the priority to enter CRM Ad-hoc can access and retrieved saved Ad-hoc queries.
Saving an Ad-hoc Enquiry
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