Manage Selections and Views—Exercises

Main Exercise

Purpose: The purpose of this lesson is to demonstrate how to use advanced selections.

Windows:
Edit menu/Advanced Selections

Advanced Selections

Note: The following steps are different if you use the IFS Sales & Marketing Administrator.

1. Logon to Sales and Marketing Administrator.
2. On the Edit menu, select Advanced Selections.
3. Click Add Group to add a new group, and enter Account as the group name.
4. Select the group created above and click New Selection to create a new selection.
5. Enter Account Name-A as the name of the new selection.
6. Enter SQL statement in SQL for Oracle tab.
7. Select the Security tab and select Allow all users to execute this selection.
8. Click OK.

Note: If you selected Allow only the following Roles and/or Users: then click Add and, on the dialog box that appears select any roles or users or both if required. Click OK.

10. If you want to delete a selection, select the particular selection and click Delete in the Advanced Selections dialog box.

Note: When you run the above selection from Sales and Marketing Client, it will search for all the account names beginning with A, and will display the account name, address 1, city and country.