Siebel Fundamentals > Using Query to Locate Information >
Refining Queries
You can refine the criteria of any query, a predefined query, or a user-defined query. NOTE: If you refine the criteria of a predefined query, you can only save your changes by saving the query with a different name.
To refine a saved query
- Navigate to the desired screen.
- From the Queries drop-down list, select the desired query.
The records meeting the query criteria appear.
- Do one of the following:
- Click the menu button, and then click Refine Query.
- In a list or form, right-click and choose Refine Query.
- From the application-level menu, choose Query > Refine Query.
- Use the appropriate keyboard shortcut.
- Add and edit the criteria.
- Click the menu button, and then click Run Query.
The query is executed and the records appear.
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