Siebel Customer Relationship Management Siebel Fundamentals Siebel Innovation Pack 2013, Version 8.1/8.2 E24770-01 |
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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, then 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.