Creating advanced queries

To create an advanced query

1. From the Lookup menu, point to Advanced, and then click  Advanced Query.

2. From the Advanced Query screen, in the Type field, select Contact or Opportunity.

The default setting is Contact.

3. In the Field Name field, select one of the available contact or opportunity fields.

4. In the Operator field, select one of the available items, such as Contains or Equal To (=).

5. In the Value field, type a value or select one of the available items that correspond to the selected Field Name item.

6. Click Add to list.

The query criteria appears in the columns in the middle pane of the dialog box.

7. Click Preview to see the record results and the total number of records that are included.

8. (Optional)To remove the criteria and start over, click Remove.

9. To select more than one criteria, follow steps 3 through 7 again, and use the And/Or column to build the query.

To change the And/Or setting, in the middle pane of the dialog box, click in the And/Or column for the item and select from the list.

10. When you finish selecting criteria, click OK.

11. At the Run Query Options message, select an option for the query, and then click OK.

Replace lookup is the default setting.

The results of the query display in the Contact List.