CRM Phase 3 - Flipbook - Page 58
Saving an Ad-Hoc
enquiry
Saves the enquiry initially to
the users login which
provides higher security
Save
Key in the Name
of the enquiry
User (users
login only)
Saves the enquiry to a global
list allowing for up to 32
enquiries
Within the enquiry
click on Check
query
Save or Save
global?
Note: The no spaces are
allowed. Tip, enter full stops
in between each word. The
Filename will automatically
populate
Save as User
or Shared
Save global
Choose a slot to
save the enquiry
against
Key in the name of
the global query
Allows other users to access
this enquiry
Shared
Click on OK
Saving an Ad-hoc Enquiry
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