How to create a Query Lookup Filter in DejaOffice PC CRM

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Using DejaOffice PC CRM you can now create Advanced Lookup Filers using SQL Queries.

Where to find the Lookup Filters

Findqueries.png

The Advanced Lookup filters can be found in the Following DejaOffice PC CRM Menu:

  1. Open DejaOffice PC CRM and select Contacts.
  2. Select the Category Filter Icon (or use the 3 bars in the top right and select Category Filter).
  3. In the bottom left, select the "Queries" option, this will open the Query Filter Menu.


Note: Using the Category Filter is still the easiest way to Filter records in DejaOffice PC CRM.















Creating a Lookup Filter

To create new filters, from the Query Filter Panel:

  1. Select "+" to create a new Lookup Filter.
  2. In the top box, set a Name for your Lookup.
  3. Select the Query Box and right Click to get a list of the DejaOffice PC CRM Fields for the Lookup and select the Field you want to Query on.
  4. Add the SQL lookup command. (See Below for a examples).
  5. Finally Add the text you are wanting to lookup. (IE: The Last Name, First Name, Phone number, etc that you want to display).
  6. Click Ok to Save and your filter will be stored for use at any time in the future.


QueryCreate.png
  1. Example: clxcategory LIKE 'Business' AND addrCity1 LIKE 'Seattle'. This will filter the DPC contacts list to display only contacts with the Category of "Business" and in the City of "Seattle".
  2. Example: createDate > '1580198400000'. This will filter the DPC contacts list to display only contacts Created after start of 2020. To add a Date to a Query, right click the query box and select "Insert Date Value".
  3. Example: companyName = 'ACME' AND addrCity1 LIKE 'Atlanta'. This will filter the DPC contacts list to display only contacts in the ACME company in the city of Atlanta.


  • Note: There are many SQL Commands, but for query purposes you should only need AND, =, >, <, and LIKE.



Using an Existing Lookup Filter

After creating Lookup Filters, to enable or disable them:

Usefilter1.png
  1. Open DejaOffice PC CRM and select Contacts.
  2. Select the Category Filter Icon (or use the 3 bars in the top right and select Category Filter).
  3. In the bottom left, select the "Queries" option, this will open the Query Filter Menu.


From this menu you an enable or disable any created filers. To clear a lookup filter, select the Category Filter Icon at the top and uncheck any selected Filters. To return to Category Filters, select "Categories" in the bottom left of the Filter Menu.

  • Note: Currently you can only Filter on a Lookup Query OR on a Category, not both at the same time.