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Navigate to the Analysis menu on the top toolbar.
Select an item from the list (if you are unsure of what item to select, please reach out to our Support team) such as a Project or Contact analysis
When the “Analyzer Query” window opens, you can continue to select additional criteria to customize the query further from the left panel and/or the middle section of the window such as “Salesperson” or “Create Date”. If you do not select any additional criteria, it will show ALL information for the selected item.
Copy the query that e-manage formulated from the lower section of this window.
Navigate to Tools → Configure → Day Planner Items
Select the Profile you wish to add the new Day Planner Item for.
Click “New” on the lower middle section of the screen.
Select a Category, Name your new Day Planner Item, select Record Type, add brief Description and lastly PASTE your Query.
Select Save.
If the user has the Day Planner currently open and would like to access this new query right away, in their Day Planner view click on the Refresh icon in the upper right corner of the Day Planner Items List.
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You must have the appropriate rights to Configure Day Planner Items for Profiles. |
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If you are unsure of which item to select to build a query or you are not getting the results you expected, do not hesitate to reach out to the Support team for assistance. We also offer customizations as a paid service if you’d prefer us to build a custom query or report. |