Conditions

Conditions are used to filter data. For example, you could define a condition specifying that all potential customers or scheduled activities should be displayed.

In a simple condition, the value in a field is compared to a comparison value or value of another field, see Defining Conditions.

Complex conditions can contain any number of sub-criteria linked with the logical operators AND or OR, see Defining Conditions with Multiple Criteria.

• If sub-criteria are linked using AND, the condition is only met if all sub-criteria are met.

Example: Postal Code >= 1000 AND Postal Code < 2000

• If sub-criteria are linked using OR, the condition is only met if at least one of the sub-criteria are met.

Example: Interest = Antiques OR Interest = Golf

Conditions are used throughout Aurea.CRM, for example:

• To define which records are displayed, see Activating or Deactivating Conditions.
• To determine the customers contained in a selection, see Selections.
• To determine the colors used to display different types of appointments in the calendar, see Calendar Interface Settings.