Customer Query Builder

Articles

Customer Query Builder Overview
The  Customer Query Builder   is a tool that enables SedonaOffice Users to create custom queries based on your company’s data that is stored in the SedonaOffice database.  A Customer Query Builder report design builds a SQL query behind the scen...
User Group Security
For a User to be able to use the Customer Query Builder, certain security privileges must be granted to the User through the User Group Security options within SedonaSetup.  The following User Group Security options located within Application Acces...
Understanding the Customer Query Builder
Before attempting to design any report query, it is important to understand the structure of the CQB Design form and how it operates.  The CQB Report Query Designer is divided into five major elements which are briefly described below.  Follow the ...
Customer Query Builder Function Buttons
Across the bottom of the CQB Report Design form are a series of function buttons.  The definition of each Function Button is shown below. Mail Merge Button SedonaOffice offers a feature that allows a User to create Mail Merge letters ba...
Designing a Report Query
This section will walk through the step-by-step creation of a simple report query, the printing of the query results, and saving the report query design to a file.  The result of this sample report will be a list containing customer names and addre...