Loading customer query results into the Data Entry window

Running a customer query makes it simple to create a targeted list you can then work with in the Data Entry window. Here’s how to create a query and then load it into the Data Entry window.

  1. In the Data Entry main window click Reporting and then select Customer Queries to open the Customer Queries window.
  2. Under Constraints select the data you wish to search by. You can search by multiple constraints.
  3. Select the parameters for each constraint selected.
  4. Click the Review Query button to run the report.
  5. Under Save Results, click Load Customers In Data Entry.
  6. The list will now be loaded into the main Data Entry window.




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