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This How-to article covers setting and deactivating a query for matters and prospects.

To view these steps through an instructional video, click the link below.

https://share.synthesia.io/9163c8b9-20fe-4fa7-816b-cd166985fd36 Video Link: Setting and Deactivating a Query

A query is simply a set of selection criteria to find a specific subset of your data. If you want to limit your matter search to a particular subset of matters/prospects, you can set a particular query for this group.

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Instructions

1. To Set a Query.

   1. Click Tools> Set Query

   2. Caution: Prior to setting a query, you must create the query.

      • To Create a Query, please contact Prevail tech support to create a Query.

2. To Deactivate a Query.

   1. Go to the Tools menu.

   2. Click ‘Deactivate Query’.

Note: Prior to setting a query you must create the query using the administration tab query manager menu.

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Related articles

Creating a Query