Enquiry Tab

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Use this tab to query the CRM database, by selecting the subject you want to search on. The Subject list consists of all the CRM items that Greentree Desktop can generate for a contact, such as quotes, appointments, and bookings. All queries relate to the selected contact.

The selection criteria differ per subject. The criteria fields display on selecting the subject. A query is performed on the database, according to the criteria entered. The retrieval process respects the users security settings. Retrieved records display in the list box.

Additional information displays for:

Lead

• Total Potential Revenue equals the Total of Potential for all leads displayed. The potential value displays on the Lead Maintenance form.
• Total Expected Revenue equals the Total of the Revenue Forecast for all leads displayed. The forecast is calculated using the Potential value of a Lead x the Confidence Factor. Confidence Factor is a percentage indicating the level of certainty that the lead will result in a close of sale. The Confidence factor is entered against each Lead Stage.

Quote

• Total Expected Revenue equals the Total of the Net Price for all the quotes displayed. The net price is calculated using the Price per Unit - Tax. Only quotes of the same currency as the contact customer displayed. You can view all quotes on the Related tab.

You can drill down on any of the entries in the list box and the Subjects Maintenance form opens, displaying the detail of the subject.

Buttons on this Tab

The buttons on this tab are:

Customer Enquiry

You have the additional option to view the sales history for the contact. Click the Customer Enquiry button to open the Customer Maintenance form, where you can perform an Accounts Receivable enquiry on sales.

Sales Order

Click this button to open the sales order details.

Job Enquiry

This button is enabled if the contact is of relationship type Customer. Click the Job Enquiry to display the View Jobs form with the Customer criteria field pre-filled and the search triggered.

Result Table

This table lists all the records that meet the enquiry criteria you entered.

Subject

Select another subject if required, enter criteria, and perform the search to retrieve a list of related records.

Subject is Booking/Physical Asset/List

No search criteria.

Subject is Calls/Service Requests

Include Request

Select this option to search on service requests.

Include Calls

Select this option to search on support calls.

Date From and To

Enter the support call or service request opened by begin and end date to search on.

Problem Text

Use the problem text of the support call or service request to limit the number of records retrieved. Enter the problem text you which to base the search on. You have these additional options:

• Select Starts With - Only support calls or service requests with problem text that begin with the criteria text entered, is retrieved and displayed in the table.
• Select Contains - Only support calls or service requests with problem text that contain the criteria text entered, is retrieved and displayed in the table. The criteria text can appear in the Problem Text field. This filter is not case sensitive.

Cross Reference

Use the cross reference of the support call or service request to limit the number of records retrieved. Enter the cross reference detail you which to base the search on. You have the following additional options:

• Select Starts With - Only support calls or service requests with cross references that begin with the criteria text entered, is retrieved and displayed in the table.
• Select Contains - Only support calls or service requests with cross references that contain the criteria text entered, is retrieved and displayed in the table. The criteria text can appear in the Cross Reference field. This filter is not case sensitive.

Summary Contains

Use the summary of the support call or service request to limit the number of records retrieved. Enter the text to base the search on. You only need to enter partial text, as the full summary is searched to determine if the text is contained.

The criteria text can appear in the Summary field. This filter is not case sensitive.

Only Open

Select this option to search on only open support calls or service requests.

Subject is Lead

Subject

This field lists all related items for enquiry. Select the item, enter criteria and perform the search to retrieve a list of related records.

Summary

Use this field to limit the number of records retrieved. You enter the criteria text in the field provided and indicate one of these search types:

• Starts With - Only subject items with Summary fields that begin with the criteria text entered, is retrieved and displayed in the table.
• Contains - Only subject items with Summary fields that contain the criteria text entered, is retrieved and displayed in the table. The criteria text can appear in the Summary field. This filter is not case sensitive.

Only Open Leads

If you select this option, only leads that have not been completed displays. Open leads are all the leads that have a sales stage that is of status open. This is indicated on the lead maintenance form by the text Lead is closed being absent from the form.

Keywords

Use this field to limit the number of leads retrieved. You enter the keywords to search for in the field as plain text. You can enter more than one keyword, separated by a space.

Indicate one of these search types:

• Match Any All Leads that contain one of the keywords entered as criteria, is retrieved and displayed in the table.
• Match Only the Leads that contain all the keywords entered as criteria, is retrieved and displayed in the table. This filter is not case sensitive.

Subject is Quote/Donation/Pledge/Counter Sale

Number

Use this field to limit the number of quotes retrieved. You can enter the whole quote number or part of it in the field. Indicate one of these search types:

• Starts With - Only quotes with quote numbers that begin with the characters entered as criteria is retrieved and displayed in the table.
• Contains - Only quotes with quote numbers that contain the characters entered as criteria is retrieved and displayed in the table. The criteria text can appear in the Quote number field.

Only Open Quotes

If you select this option, only quotes with active stages display.

This option validates which quote stages are included in the results for this query.

Only Primary Quotes

If you select this option, only quotes that have been selected as Primary displays.

Summary

Use this field to limit the number of quotes retrieved. Enter the criteria text in the field. Indicate one of these search types:

• Starts With - Only quotes with Summary fields that begin with the criteria text entered, is retrieved and displayed in the table.
• Contains - Only quotes with Summary fields that include the criteria text entered, is retrieved and displayed in the table. The criteria text can appear in the Summary field. Any amount of text can be entered, separated by a space.

Subject is Communications

Type

This field lists the CRM modules that use Communications. Select the type of communication that the enquiry is for.

Direction

Select the direction of communication from the list, using the enquiry to perform.

Communication Only Open

If you select this option, only communications with the status of open display.

Method

Select the method of contact from the list, using the enquiry you want to perform.

Summary

Use this tab to limit the number of communication records retrieved. Enter the criteria text in the field provided for and indicate one of these selections:

• Starts With - Only communication records with Conversation fields that begin with the criteria text entered, is retrieved and displayed in the table.
• Contains - Only communication records with Conversation fields that contain the criteria text entered, is retrieved and displayed in the table. The criteria text can appear in the Conversation field. This filter is not case sensitive

Subject is Appointments

Occurs From

Enter the starting date of the period to search appointments for.

Occurs To

Enter the end date of the period to search appointments for.

Subject

Use this field to limit the number of appointments retrieved. Enter the criteria text in the field provided for and indicate one of these search types:

• Starts With - Only appointments with Subject fields that begin with the criteria text entered, is retrieved and displayed in the table.
• Contains - Only appointments with Subject fields that contain the criteria text entered, is retrieved and displayed in the table. The criteria text can appear in the Subject field. This field is not case sensitive.

Subject is Follow-Up

Occurs From

Enter the starting date of the period to search follow-ups for.

Occurs To

Enter the end date of the period to search follow-ups for.

Status

Select the follow-up status from the list, using the follow-ups you want to search for.

Subject

Use the Subject field to limit the number of follow-ups retrieved. Enter the criteria text in the field provided for and indicate one of these search types:

• Starts With - Only follow-ups with Subject fields that begin with the criteria text entered, is retrieved and displayed in the table.
• Contains - Only follow-ups with Subject fields that contain the criteria text entered, is retrieved and displayed in the table. The criteria text can appear in the Log Summary field.

• Working with Tables
• View Jobs

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