CRM Phase 3 - Flipbook - Page 69
STEP
PROCESS
STEP 1
From the CRM menu select Reports and enquiries.
STEP 2
Select Enquiries menu.
STEP 3
Select the required selection.
STEP 4
Choose the type of Stored query by selecting a radio button, either User or Global.
STEP 5
Click on Load.
STEP 6
Select the required enquiry and click on OK.
Re-loading a Saved Ad-hoc
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