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Creating an Advanced Query Group

Use Query Builder to create a group. Advanced queries allow you to set the conditions for the group.

To create an advanced query group

1. Open a list view.
2. On the Groups menu, click Add Group.

The SalesLogix Query Builder opens.

3. If necessary, use the following Query Builder tabs:

• Properties tab - Use to define the name and description of the group.
• Conditions tab - Use to define the conditional statement(s) used to select records. This tab is not available for ad hoc groups.
• Layout tab – Use to define which data appears in the List view.

• Sorting tab – Use to define how the data is sorted.

4. When you finish making changes, click OK.

Related Topics

Example: Creating an Advanced Group

Groups Overview

Query Builder Overview

Modifying Groups