To run a predefined query from Customers
- From Customers, select Advanced Query > Contacts or Prospects.
- From the list of predefined queries, click the query that you want to run.
- If you are prompted for additional filter criteria, enter the values and click Go.
Notes
- The complete path to the Contact folder in the Central Object Repository is ContactManagement > DefaultSystem > Queries > Advanced > Contact.
- The complete path to the Prospect folder in the Central Object Repository is ContactManagement > DefaultSystem > Queries > Advanced > Prospect.
- You must have an Authorization Level of 1 or greater in Customers to access the Contact folder through the Advanced Query link.
- You must have a license for the Acquisition Management module to access the Prospect folder through the Advanced Query link.
- Returned rows that contain columns from Event, Order, or Fund Raising business objects will not be visible unless the user belongs to the corresponding EventUser, OrderUser, or FRUser security groups in iMIS Server .NET.