Entering query expressions

The query expressions that you may enter are pieces of Scheme code which are used to test each entity and return a value of true or false.

If the entity satisfies the conditions of the expression, then it is shown in the contact list when you apply the system defined query in the Contacts workspace in NexJ CRM.

The most common kind of query you will use is a simple text search, where you will search a particular property for values matching a specified text string. To do this, enter (= (@<propertyname>) "<searchtext>") into the Query Value field (note that the search text must be enclosed in quotation marks). For example, if you wanted to find all contacts with a first name of 'John', you would enter (= (@ firstName) "John") into the Query Value field. The following is a table of common properties you may want to query for in a simple text search, as well as their property names:

Property names are case sensitive, with more complex properties requiring more than one word to return the desired query results.

Common text searches

Property	Property name
first name	firstName
last name (this is also used for the names of companies and households)	lastName
first three letters of last name	lastNameOneToThree
dear	dear
goes by	goesBy
default email address	emailAddress
company	company lastName
department	department lastName
household	household lastName
default street address	defaultAddress address1
default city	defaultAddress city

Another kind of query you can do determines if a fact about an entity is true or false. Variables that store true/false values about the entity are called boolean variables. For example, you may want to filter the entities so that only clients or entities with a coverage team are displayed. To do this, you must enter (= (@ <propertyname>) #t) in the Query Value field if you want the property to be true, and (= (@ <propertyname>) #f) if you want the property to be false, where the propertyname is determined by what you are searching for. The following is a table of common properties you may want to query for in a true/false search, as well as their property names:

Common boolean searches

Property	Property name
has at least one user covering it	isCovered
the searching user is the owner of this entity	isMine
has a default email	hasEmail
is a client	isClient
is a prospective client	isProspect
is a former client	isFormerClient
has client status set to Other	isOther
is being tracked by activity tracking system	isActTracking
is part of a household	hasHousehold

Finally, you may want to use the boolean operators and, or, and not to further refine your system defined queries:

The and operator is followed by two or more different expressions and returns true only if all of them are true. For example, the code (and (= (@ firstName) "John") (= (@ isClient) #t)) would return a list of contacts whose first names are John and are current clients. You can also add more expressions, contained individually in parentheses, to the end of the current expression.
The or operator is followed by two or more different expressions and returns true if at least one of them is true. For example, the code (or (= (@ firstName) "John") (= (@ isClient) #t)) would return a list of contacts whose first names are John or are current clients. You can also add more expressions, contained individually in parentheses, to the end of the current expression.
The not operator is followed by an expression, and returns the opposite of the expression's value. For example, (not (= (@ firstName) "John")) would return a list of contacts whose first names are not John.

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