Using Query Filters

Query Filters are used throughout the application where the list of returned items such as campaigns and customers is too large to be viewed or searched effectively. Query filters allow you to filter the returned information shown in a list view based on entered criteria. When you click the Query Filters button, the screen expands to display the query fields appropriate to the listed items. For example, the query filters in the image above are appropriate to the search criteria for customers.
Note: Not all Connect screens have a Query Filters option.To create a query and narrow down your displayed entries:

1. Click the Query Filters button. The screen expands to display the query fields.

2. From the drop-down fields, select the desired search criteria. Search options include:

   • Contains: Returns results that contain the entered characters in the field name

   • Does Not Contain: Returns results that do not contain the entered characters in the field name

   • Contains (Case Sensitive): Returns results that contain the entered characters in the field name and match the case sensitivity of the entered characters

   • Does Not Contain (Case Sensitive): Returns results that do not contain the entered characters in the field name and match the case sensitivity of the entered characters

   • Equal To: Returns results that exactly match the entered characters in the field name

   • Not Equal To: Returns results that do not exactly match the entered characters in the field name

   • Is Null: Returns results that have no value for the entered field

   • Is Not Null: Returns results that have any value for the entered field

3. In the related text field, type the search criteria.

4. To clear all data entered into the Query Filter, click the Clear button.

   All entered data is cleared from the Query Filter screen.

5. To reset the form and clear out all previous searches, click the Reset button.

   The Query Filter screen is cleared and all search results are cleared from the screen as well.

6. Click the Apply button.

   Connect returns all items that match the entered search criteria.