![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2020\/04\/2304-1.jpg\")
<\/p>\nA new facility has been added to Season 2020 to create and manage customer queries. The program can be located within the Utilities pull down menu within customer setup.<\/p>\n
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In the example below I have created a query of all customers based in London. To do this enter a Code\u00a0<\/strong>(will need to be unique) and then populate details for Description, Query Type, Report Type and Query Value.<\/strong>\u00a0 By default the query will be dynamically managed by the system. If not, then the operator will tick the entry Manual Query<\/strong>. On entry of details click the Load Data <\/strong>button\u00a0to list customers that fulfill the query.<\/p>\n The following is the list of query filters that can be applied to customers. The “default” option will filter on code, name and advanced search.<\/p>\n The following is a list of available report types that a query could apply to. For example, the gross margin report would be categorized as “Performance” and the aged debt report would be categorized as “Performance”<\/p>\n The utilities button will allow a user to delete and refresh selected query, or refresh all queries. Please note only dynamic queries can be refreshed.<\/p>\n A new facility has been added to Season 2020 to create and manage customer queries. The program can be located within the Utilities pull down menu within customer setup. Setup a new customer query In the example below I have created a query of all customers based in London. To do this enter a Code\u00a0(will […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[],"class_list":["post-6411","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/6411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6411"}],"version-history":[{"count":2,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/6411\/revisions"}],"predecessor-version":[{"id":49462,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/6411\/revisions\/49462"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2020\/04\/2304-2-300x167.jpg\")
<\/p>\nQuery Type List<\/h3>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2020\/04\/2304-3.jpg\")
<\/p>\nReport Type List<\/strong><\/h3>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2020\/04\/2304-5.jpg\")
<\/p>\nCustomer query utilities<\/strong><\/h3>\n
![\"\"](\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2020\/04\/2304-4-300x167.jpg\")
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