Add new system defined queries as needed.
To add a new system defined query:
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In NexJ System Admin Console, navigate to the Filters page.
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In the Predefined Filters tab, click the Add button
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In the Filter Name field, enter a name that will be the query's identifier when setting the subject area of the contact list in NexJ CRM. This is a mandatory field.
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In the Description field, enter a meaningful description of the system defined query.
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In the Display Order field, enter a number that represents the list order in which the new system defined query will appear when setting the subject area of the contact list in NexJ CRM.
A lower number means that the query appears higher in the list.
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In the Filter Value field, enter an expression of condition(s) for the query to meet.
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In the Subject Areas field, select an entity type to provide context for the new system defined query. This field is set to
Contactsby default. -
Add privilege groups to make the query accessible in NexJ CRM.
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Click OK. The Add Predefined Filter dialog closes.
The new system defined query is added, and is visible to the appropriate privilege groups in NexJ CRM.