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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Setting Up Default Queries

Using the Default Queries tab in the User Preferences screen, you can set up queries to appear when you access a specific screen and view. For more information on queries, see Chapter 8, "Using Query to Locate Information"


Note:

Only views which can be accessed from the Show drop-down list or the Site Map can have a default query associated with them.

To set up a default query

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Default Queries.

    The Screen Name and Screen View lists appear.

  3. In the Screen Name list at the top of the screen, select the desired screen.

  4. In the Screen View list below the list of screens, select the desired view from the View Name column.

  5. Click the Default Query field next to the view you selected, and click the select button.

    The Pick Query dialog box appears.

  6. From the Pick Query dialog box, select the query you want this view to display, and click OK.

    The selected query appears next to the appropriate view in the Default Query column.