Defining a New Query

You can define queries in two ways:

  • Using AQL (update Query Language), entered in the AQL Syntax field. For more information on the AQL syntax, refer to the Aurea CRM web Administrator Guide.
  • Using Aurea CRM web's GUI, which allows you to select the desired filter criteria. This is the method described in this manual.

To define a new query:

  1. Select (Queries & Analyses) > Queries.
  2. Click on (New).

    The input mask is displayed.



  3. Enter a name for the query in the Query name field. Define the query as either a Private query or a Public query. Private queries can only be accessed by the rep that created the query.
    Note: You can however provide other users with private queries, >> Sending a Query Definition to another Rep.
  4. Enable the Include Affiliations option (if configured) to return records added for affiliates in the results. For more information, >> Affiliation View in your product-specific manual that can be downloaded from https://support.aurea.com.
  5. Click on (Add Info Area) to open the Select Info Area dialog box.
    Note: All info areas that you can access are listed.
  6. Select an info area. The Select Fields dialog box is opened.


  7. Select the fields from this info area that you want to display.
    • Available Fields: This box lists all fields in this info you can access. Your administrator is responsible for defining access to fields. You can also enter a portion of the desired name in the Field name field. The field number and type is displayed in parentheses following the field name, >> Field Data Types.
    • Use the By No. and Alph. button to sort the field names alphabetically or by field number. Select the desired fields by clicking on them and click on the button to transfer the field to the list of Output Fields.
    • Output Fields: This area lists the fields that are displayed in the list of results. Each field is displayed in a separate column.

      Select the desired fields in the list of output fields and click on the button to remove the fields from the list of output fields. The button removes all of the fields from the Output Fields list. Use the and buttons, to change the order of the fields.

    • Sort Fields: Select a field in the list of Output Fields and click on to add the field to the Sort Fields list. These fields are used to automatically sort the results. Double-click on a field to change the sort order (ascending or descending)

      Click to remove the selected field. Click to remove all the sort fields from the list. Use the and buttons, to change the sort order of the fields.

    Note: You can select multiple fields by pressing the Ctrl key, >> Selecting Multiple Records.
  8. Click the Add to Query button to add your selection to the query.
  9. Define the conditions in the query, >> Conditions.
  10. Save the query.