To run a predefined query from the Home page
- From Home, select Advanced Query > Contacts or Prospects or Events or Orders.
- 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.
The query results are displayed. If the query definition includes a special key alias in the Advanced Display tab, each row contains a link that will open the corresponding customer profile, order, or event registration in the corresponding iMIS module.
Notes
- 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.
- You must have an Authorization Level of 1 or greater in Events to access the Event folder through the Advanced Query link.
- You must have an Authorization Level of 1 or greater in Orders to access the Order 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.