Example: Using the Query Builder to create a Group

The following example explains how to create a group of all primary contacts who work in the Sales department of their companies.

  1. Log on to application Web Client.
  2. Click Contacts on the Navigation Bar>
  3. Click Add Group from the Groups menu.
  4. Complete this information on the Properties tab in Query Builder:
    1. In the Name field, specify Primary Sales Contacts.
    2. In the Description field, specify Primary contacts who work in Sales.
  5. Complete this information on the Conditions tab:
    1. In the upper left side of the Query Builder, select CONTACT.
    2. In the upper right side of the Query Builder, double-click Isprimary.
    3. In the Operator field, select (=) equal to.
    4. Next to the Value is field, click Browse, select T (for True), and then click OK.
      Leave Case Sensitive Compare selected and do not select Use Value as a Literal.
    5. Click OK.
    6. In the upper right side of the Query Builder, double-click Department.
      The Assign Condition window appears, with Department in the Field Name field, and String as the Field Type.
    7. In the Operator field, select contains.
    8. Next to the Value is field, click Browse, select Sales, and click OK.
    9. Clear the Case Sensitive Compare check box, and do not select Use Value as a Literal.
    10. Click OK.
  6. Click the Layout tab. The Layout tab displays which fields are displayed when the query is saved as a group. Complete the following:
    1. On the right side of the Query Builder, select the Department field and double-click to add it to the grid below.
    2. Use the scroll bar to scroll to the far right, and click Department.
    3. Click Move Left repeatedly until Department appears between Account and City.
  7. Click the Sorting tab. By default, the contacts are sorted by last name in ascending (A-Z) order. If required, you can add additional sorting criteria or change the order.
  8. Leave the options set as it is the Defaults tab.
  9. Click OK.
    The new Primary Sales Contacts group displays in the Contact Group list and you can select it to display all contacts that meet the criteria you defined.
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