Client Queries

Description: There are seven query applets in InFocus: Client, Contacts, Firms, Opprotunities, Vendors, Projects, and Employees. The concept of the query tools is to allow the user to define lists of data based on a user query definition. The list can then be used to navigate to the individual records within the list or can be exported to Excel.

To create a query, start by right clicking in the query list box located in the upper left hand part of the Query Applet screen. A query design screen will then pop up.