Last Revised: 18 Jun 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Query by Example (2:06)
Jump to the following sections to learn more about Query by Example (QBE).
What is Query by Example (QBE)?
Query by Example (QBE) limits your search when searching for specific information in Veloxity CRM.
QBE offers a search form that models the structure of the documents for which you are searching.
Enter the values you wish to search directly into the form.
How can I use QBE?
Quickly and easily create a search based on field values.
Where can I find QBE?
Query by Example (QBE) can be accessed from two locations on the Main Menu:
- Main Menu > Search > Query by Example
- Main Menu > Data Type you wish to Search (Accounts, Contacts, Leads, Opportunities) > Query by Example
You are looking at a screenshot demonstrating how to Navigate to a QBE Search from the Main Menu:
Figure 1. Navigate to a QBE Search from the Main Menu.
How can I use QBE?
Creating a QBE Search
You are looking at a screenshot of a QBE search form for opportunities:
While this example uses an Opportunity QBE Search, the process is the same for other data types.
Figure 2. QBE Search Form for Opportunities.
Enter search terms into the fields to search for any data records that match the field values entered.
Only fill in the fields you wish to search. Leave the rest blank.
- Start out broadly. Use fields for which you have accurate information.
- If more cases are returned than you wish to sort through, narrow your search further by using multiple fields.
- Enter either exact information or use the QBE operators defined below.
- Select the widget next to the field box for date fields. This will show the date macro options like @thisyear, @lastyear. This will search for records where that date field contains a date matching the selected macro.
- Denote range values for numeric fields. This may be accomplished by inputting two numbers separated by a dash (e.g. 52.2-76.5).
- Input greater than or less than symbols for numeric fields, followed by a number (e.g. >50).
- Paste in a list of values to search for numeric and text fields. The search will return records that match any one of the values.