The Customer Query Builder can be used to get a list of actions a user has done on a customer account.
Overview
The data that is pulled will come from the Sedona Event Log that is shown on the Customer – Sedona Event Log. Follow the steps below to pull the data.
Steps:
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The example account that is being used in this document: Customer #48685-2 and there are 27 different event log lines highlighted in Red.
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To get started, click on Query – Customer Query
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When the Query Builder opens – click on Edit_Log and select the fields shown in example by double clicking them to add to the selection fields (1st box to right)
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Drag and Drop what specific data you want to select by (2nd box to right) / (my example shows only the customer number)
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Drag and Drop how you want to order the data (3rd box to right)
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Once all fields are completed, click on the green arrow button at the bottom
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The Results will show in the Results area
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The data can now be Exported by clicking on the Export button and saving to add to Excel Spreadsheet or other application
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Save the query by clicking on the Save button to use later, just make sure to save to an area that SedonaOffice has access to retrieve the sqf file.
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To retrieve the file that is saved, click on the Open button and find the directory where the file was saved to reopen to use.
