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 apply 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
Quote
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.
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.
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
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.
No search criteria.
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:
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:
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
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. Enter the criteria text in the field provided and indicate one of these search types:
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. 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:
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:
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:
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 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:
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:
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: