Selecting criteria for Sync Sets
You can use the Sync Set Criteria dialog box to select the criteria for a Sync Set. From this dialog box, you select contact fields, operators, field values, and define the And/Or settings for building the query that selects the contact records to be included in the Sync Set.
In addition to creating a new query, you can open an existing query and save a query.
To select criteria for a Sync Set
From the Select Contacts screen, click Define Sync Set Criteria, and then click Next.
From the Create or Edit Sync Set Criteria screen, click Create Criteria.
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If you want to use an existing query, click the Open tool and select the saved query. The query criteria details load into the screen. You can make changes to the criteria. |
From the Sync Set Criteria screen, the Type field is set to Contact, so in the Field Name field, select one of the available contact fields.
In the Operator field, select one of the available items, such as Contains or Equal To (=).
In the Value field, select one of the available items that correspond to the selected Field Name item.
Click Add to list.
The query criteria appears in the columns in the middle pane of the dialog box.
Click Preview to see the contacts in the lower pane and total number of records that are included in the Sync Set.
(Optional)To remove the criteria and start over, click Remove.
(Optional)To select more than one criteria for a Sync Set, 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.
When you finish selecting criteria, you can do the following:
To save the query, click the Save tool and give the query a name. Queries are saved in the Queries folder and have an .qry extension.
To continue, click OK.